Chen Planning Consultants, Inc.
Chen Planning Consultants, Inc. (CRD# 122745) is a financial advisory firm headquartered in New York, NY. They manage $16,470,845 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Chen Planning Consultants, Inc.
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts54ACCOUNTS
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Average Account Value$305,016
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Chen Planning Consultants, Inc.
No Advisor Found.
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