Caerus Investment Advisors, LLC

Caerus Investment Advisors, LLC (CRD# 171716) is a financial advisory firm headquartered in San Francisco, CA. They manage $32,500,000 in 67 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $485,075
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Caerus Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael H. Cheung
CRD#: 5683262
221 Kearny, 5th Floor, San Francisco, CA 94108
100
Wealthminder
score
Michael Cheung (CRD# 5683262) is an Investment Advisor Representative working at Caerus Investment Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
2
Patrick M. Bolchoz
CRD#: 5003489
221 Kearny, 5th Floor, San Francisco, CA 94108
93
Wealthminder
score

Patrick Bolchoz (CRD# 5003489) is an Investment Advisor Representative working at Caerus Investment Advisors, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Hannah R. Levine
CRD#: 5684084
221 Kearny, 5th Floor, San Francisco, CA 94108
93
Wealthminder
score

Hannah Levine (CRD# 5684084) is an Investment Advisor Representative working at Caerus Investment Advisors, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

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