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Eric Tingwoei Lai

ARCHVEST WEALTH ADVISORS, INC.·CONCORD, California
Unclaimed Profile
1390 WILLOW PASS RD., CONCORD, CA 94520CRD# 4726336Firm CRD# 172087
01

About

Eric Tingwoei Lai is a registered financial advisor based in CONCORD, California, affiliated with ARCHVEST WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ARCHVEST WEALTH ADVISORS, INC.
ARCHVEST WEALTH ADVISORS, INC.
AUM
$282M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ARCHVEST WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4726336
Firm CRD# 172087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Tingwoei Lai offer?
Eric Tingwoei Lai specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CONCORD, California for a consultation.
What are Eric Tingwoei Lai's credentials?
Eric Tingwoei Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Tingwoei Lai located?
Eric Tingwoei Lai is based in CONCORD, California, working with ARCHVEST WEALTH ADVISORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Eric Tingwoei Lai charge for services?
Eric Tingwoei Lai's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHVEST WEALTH ADVISORS, INC.?
ARCHVEST WEALTH ADVISORS, INC. has approximately 7 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Ted Fyke Angus — ASSETMARK, INC.Gary G. Zyla — ASSETMARK, INC.Claire Golveo Blue — ASSETMARK, INC.H. Michael Michael Kim — ASSETMARK, INC.Carrie Ellen Hansen — ASSETMARK, INC.
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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