Logic Wealth Management, LLC
Logic Wealth Management, LLC (CRD# 153453) is a financial advisory firm headquartered in Pasadena, CA. They manage $24,216,934 in 193 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$125,476
- 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
Hong Tran (CRD# 2883911) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 20 years of experience in the finance industry. Hong Tran 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.
David Chung (CRD# 4464140) is an Investment Advisor Representative working at Logic Wealth Management, LLC in Pasadena, CA and has over 16 years of experience in the finance industry.