Unclaimed Profile

Steven Cheng Wu

GUIDELINE, INC.·BURLINGAME, California

Clean recordGUIDELINE, INC.

1412 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 5268657Firm CRD# 281515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Cheng Wu · BURLINGAME, CA

Registration

CRD #5268657 · GUIDELINE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Cheng Wu is a registered financial advisor based in BURLINGAME, California, affiliated with GUIDELINE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GUIDELINE, INC.

AUM

$11.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUIDELINE, INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5268657

Firm CRD# 281515

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Cheng Wu offer?

Steven Cheng Wu specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.

What are Steven Cheng Wu's credentials?

Steven Cheng Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Cheng Wu located?

Steven Cheng Wu is based in BURLINGAME, California, working with GUIDELINE, INC.. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.

How does Steven Cheng Wu charge for services?

Steven Cheng Wu's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUIDELINE, INC.?

GUIDELINE, INC. has approximately 7 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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