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Chen Financial Group
Chen Financial Group, LLC is an SEC-registered investment adviser in San Mateo, CA. It has 4 employees and 1 investment adviser. The firm is based in...
Overview
Chen Financial Group, LLC is an SEC-registered investment adviser in San Mateo, CA. It has 4 employees and 1 investment adviser. The firm is based in California.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What is the firm's AUM and what does it invest in?
Chen Financial Group has not publicly disclosed its assets under management, and no credible media or data vendor has published an estimate. The firm's investment focus—whether concentrated in public equities, fixed income, alternatives, or a multi-asset approach—is not documented. Any inference about strategy is speculative in the absence of primary-source confirmation.
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