Iris Nguyen, financial advisor Mountain View CA
90 score

Iris Nguyen

CRD Number: 5989937
Current Firm: Wealth Architects, LLC

Iris Nguyen (CRD# 5989937) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Architects, LLC Mountain View, CA Aug 2011 - Current 5
Ymca Of Silicon Valley San Jose, CA Oct 2009 - Jul 2011 1
Unemployed San Jose, CA May 2008 - Oct 2009 1
Tufts University Office Of Gift Planning Medford, MA Oct 2005 - May 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Iris S. Nguyen
Phone Number: 650-325-9044
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $415,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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