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Steven Cheng Wu

GUIDELINE, INC.·BURLINGAME, California
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1412 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 5268657Firm CRD# 281515
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GUIDELINE, INC.
AUM
$11.7B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GUIDELINE, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5268657
Firm CRD# 281515
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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