Tan Capital Management LLC

Tan Capital Management LLC (CRD# 168837) is a financial advisory firm headquartered in , . They manage $9,776,587 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $141,690
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, WA

Financial Advisors at Tan Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ke Tan
CRD#: 5408427
San Jose, CA
83
Wealthminder
score

Ke Tan (CRD# 5408427) is an Investment Advisor Representative working at Tan Capital Management LLC in San Jose, CA and has over 8 years of experience in the finance industry.

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