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David Cheng

CASICO ASSET MANAGEMENT, LLC·CENTURY CITY, California
Unclaimed Profile
10250 CONSTELLATION BLVD, CENTURY CITY, CA 90067CRD# 2911348Firm CRD# 175493
01

About

David Cheng is a registered financial advisor based in CENTURY CITY, California, affiliated with CASICO ASSET MANAGEMENT, 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
CASICO ASSET MANAGEMENT, LLC
CASICO ASSET MANAGEMENT, LLC
AUM
$40M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CASICO ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2911348
Firm CRD# 175493
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Cheng offer?
David Cheng specializes in Investment Management. Contact their office in CENTURY CITY, California for a consultation.
What are David Cheng's credentials?
David Cheng is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Cheng located?
David Cheng is based in CENTURY CITY, California, working with CASICO ASSET MANAGEMENT, LLC. Their office serves clients in the CENTURY CITY metropolitan area and surrounding communities.
How does David Cheng charge for services?
David Cheng's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASICO ASSET MANAGEMENT, LLC?
CASICO ASSET MANAGEMENT, LLC has approximately 2 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTURY CITY
Eitan Jacob Simon Melamed — ELI CIRCLE CAPITAL, LPEfren Edward Bolisay — SITRIN CAPITAL MANAGEMENT, LLCMarcus Jay Sitrin — SITRIN CAPITAL MANAGEMENT, LLCJohn Jay Sayers — CASICO ASSET MANAGEMENT, LLCScott Charles Sitrin — SITRIN CAPITAL MANAGEMENT, LLC
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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