Joseph Vu & Company, Inc.

Joseph Vu & Company, Inc. (CRD# 133733) is a financial advisory firm headquartered in Garden Grove, CA. They manage $1,780,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $71,200
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Joseph Vu & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Vu
CRD#: 2841105
10901 Westminster Avenue, Suite A, Garden Grove, CA 92843
96
Wealthminder
score

Joseph Vu (CRD# 2841105) is an Investment Advisor Representative working at Joseph Vu & Company, Inc. in Garden Grove, CA and has over 19 years of experience in the finance industry. Joseph Vu 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.

2
Phuong Anh Nguyen
CRD#: 5242738
10901 Westminster Avenue, Suite A, Garden Grove, CA 92843
93
Wealthminder
score

Phuong Anh Nguyen (CRD# 5242738) is an Investment Advisor Representative working at Joseph Vu & Company, Inc. in Garden Grove, CA and has over 15 years of experience in the finance industry.

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