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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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.


Financial Advisors at Chinese Abraham Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
William Fung
CRD#: 3134506
20111 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014

William Fung (CRD# 3134506) is an Investment Advisor Representative working at Chinese Abraham Investment Advisors LLC in Cupertino, CA and has over 12 years of experience in the finance industry.

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