Chinese Abraham Investment Advisors LLC

Chinese Abraham Investment Advisors LLC (CRD# 132170) is a financial advisory firm headquartered in Cupertino, CA. They manage $43,600,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20111 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
http://www.chineseabraham.com
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $641,176
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Chinese Abraham Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Fung, financial advisor Cupertino CA
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 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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