Point4ward Financial Planning

Point4ward Financial Planning (CRD# 312375) is a financial advisory firm headquartered in , . They manage $2,343,172 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.point4wardfp.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $234,317
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Point4ward Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Keo Chao, financial advisor Walnut Creek CA
Keo C. Chao
CRD#: 5206791
Walnut Creek, CA

Keo Chao (CRD# 5206791) is an Investment Advisor Representative working at Point4ward Financial Planning in Walnut Creek, CA and has over 17 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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