Chinese Abraham Investment Advisors LLC
Chinese Abraham Investment Advisors LLC (CRD# 132170) is a financial advisory firm headquartered in Cupertino, CA. They manage $24,560,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$377,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
William Fung (CRD# 3134506) is an Investment Advisor Representative working at Chinese Abraham Investment Advisors LLC in Cupertino, CA and has over 13 years of experience in the finance industry.