Chen Planning Consultants, Inc.
Chen Planning Consultants, Inc. (CRD# 122745) is a financial advisory firm headquartered in New York, NY. They manage $19,498,827 in 47 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$414,869
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)