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Haiyang Zhang

CHECCHI CAPITAL ADVISERS, LLC·BEVERLY HILLS, California
Unclaimed Profile
9720 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 5568795Firm CRD# 143478
01

About

Haiyang Zhang is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CHECCHI CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
25
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: MINIMUM ACCOUNT FEE
Regulatory
SEC/IARD CRD# 5568795
Firm CRD# 143478
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Haiyang Zhang offer?
Haiyang Zhang specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Haiyang Zhang's credentials?
Haiyang Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Haiyang Zhang located?
Haiyang Zhang is based in BEVERLY HILLS, California, working with CHECCHI CAPITAL ADVISERS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Haiyang Zhang charge for services?
Haiyang Zhang's firm is compensated through percentage of aum, other: minimum account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHECCHI CAPITAL ADVISERS, LLC?
CHECCHI CAPITAL ADVISERS, LLC has approximately 25 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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