Wen Capital Advisory Group, Inc.

Wen Capital Advisory Group, Inc. (CRD# 164701) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $37,290,859 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1990 North California Blvd, Suite 830, Walnut Creek, CA 94596
http://www.wenadvisory.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $264,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 Wen Capital Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Wenjing He, financial advisor Walnut Creek CA
Wenjing He
CRD#: 5667900
1990 North California Blvd, Suite 830, Walnut Creek, CA 94596

Wenjing He (CRD# 5667900) is an Investment Advisor Representative working at Wen Capital Advisory Group, Inc. in Walnut Creek, CA and has over 14 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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