Chao & Company, Ltd.

Chao & Company, Ltd. (CRD# 116983) is a financial advisory firm headquartered in Vienna, VA. They manage $101,000,000 in 21 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $4,809,524
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
  • Pension consulting services
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.

DC, MD, VA

Financial Advisors at Chao & Company, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Philip S. Chao
CRD#: 1048866
8460 Tyco Road, Suite E, Vienna, VA 22182
83
Wealthminder
score

Philip Chao (CRD# 1048866) is an Investment Advisor Representative working at Chao & Company, Ltd. in Vienna, VA and has over 29 years of experience in the finance industry. Philip Chao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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