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Tony Chuansen Tai

ZINVEST FINANCIAL SERVICE LLC·ANAHEIM, California
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2400 EAST KATELLA AVE., ANAHEIM, CA 92806CRD# 2504504Firm CRD# 297563
01

About

Tony Chuansen Tai is a registered financial advisor based in ANAHEIM, California, affiliated with ZINVEST FINANCIAL SERVICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ZINVEST FINANCIAL SERVICE LLC
ZINVEST FINANCIAL SERVICE LLC
AUM
$24M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ZINVEST FINANCIAL SERVICE LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2504504
Firm CRD# 297563
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tony Chuansen Tai offer?
Tony Chuansen Tai specializes in Investment Management. Contact their office in ANAHEIM, California for a consultation.
What are Tony Chuansen Tai's credentials?
Tony Chuansen Tai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Chuansen Tai located?
Tony Chuansen Tai is based in ANAHEIM, California, working with ZINVEST FINANCIAL SERVICE LLC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.
How does Tony Chuansen Tai charge for services?
Tony Chuansen Tai's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZINVEST FINANCIAL SERVICE LLC?
ZINVEST FINANCIAL SERVICE LLC has approximately 3 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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