Wen Capital Advisory Group, Inc.
Wen Capital Advisory Group, Inc. (CRD# 164701) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $8,500,000 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$92,391
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Wenjing He (CRD# 5667900) is an Investment Advisor Representative working at Wen Capital Advisory Group, Inc. in Walnut Creek, CA and has over 8 years of experience in the finance industry.