Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC (CRD# 170362) is a financial advisory firm headquartered in Sugar Land, TX. They manage $59,500,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts238ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
April Keh (CRD# 4971704) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.
Chung Wu (CRD# 3175511) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has over 18 years of experience in the finance industry. Chung Wu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.