Candor Financial, LLC

Candor Financial, LLC (CRD# 155632) is a financial advisory firm headquartered in , . They manage $55,304,663 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $2,212,187
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA

Financial Advisors at Candor Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chao-wen Huang, financial advisor Santa Clara CA
Chao-wen Huang
CRD#: 5362065
Santa Clara, CA

Chao-wen Huang (CRD# 5362065) is an Investment Advisor Representative working at Candor Financial, LLC in Santa Clara, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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