AdvisorOS Directory
Claim Profile
EC

Edward Sungwoo Cho

FOUNDERS FINANCIAL NETWORK, LLC·CUPERTINO, California
Unclaimed Profile
10050 N. WOLFE ROAD, CUPERTINO, CA 95014-8508CRD# 4919154Firm CRD# 136401
01

About

Edward Sungwoo Cho is a registered financial advisor based in CUPERTINO, California, affiliated with FOUNDERS FINANCIAL NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNDERS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL NETWORK, LLC
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FOUNDERS FINANCIAL NETWORK, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4919154
Firm CRD# 136401
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CUPERTINO?

Browse all registered financial advisors in CUPERTINO, California or claim this profile if it's yours.

Browse CUPERTINO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edward Sungwoo Cho offer?
Edward Sungwoo Cho specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are Edward Sungwoo Cho's credentials?
Edward Sungwoo Cho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Sungwoo Cho located?
Edward Sungwoo Cho is based in CUPERTINO, California, working with FOUNDERS FINANCIAL NETWORK, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Edward Sungwoo Cho charge for services?
Edward Sungwoo Cho's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDERS FINANCIAL NETWORK, LLC?
FOUNDERS FINANCIAL NETWORK, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CUPERTINO
Ajay B. Shah — SCP MANAGEMENT COMPANY LLCMichael James Burry — SCION ASSET MANAGEMENT, LLCJonathan Reed Hallam — SCION ASSET MANAGEMENT, LLCRanga Srinivasan — EVEREST MANAGEMENT CORP.Damon Chong Doe — MONTAGE CAPITAL HOLDINGS, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile