P Chan & Co Inc.

P Chan & Co Inc. (CRD# 112945) is a financial advisory firm headquartered in Lagunitas, CA. They manage $50,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $16,666,667
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
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 P Chan & Co Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter P. Chan
CRD#: 44390
4040 Civic Center Dr. #200, San Rafael, CA 94903
87
Wealthminder
score

Peter Chan (CRD# 44390) is an Investment Advisor Representative working at P Chan & Co Inc. in San Rafael, CA and has 1 year of experience in the finance industry.

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