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Annie I-Hui Chen

SABAL INVESTMENT ADVISORS, LLC·IRVINE, California
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2211 MICHELSON DRIVE, IRVINE, CA 92612CRD# 7491439Firm CRD# 169572
01

About

Annie I-Hui Chen is a registered financial advisor based in IRVINE, California, affiliated with SABAL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SABAL INVESTMENT ADVISORS, LLC
SABAL INVESTMENT ADVISORS, LLC
AUM
$3.3B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at SABAL INVESTMENT ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS
Regulatory
SEC/IARD CRD# 7491439
Firm CRD# 169572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Annie I-Hui Chen offer?
Annie I-Hui Chen specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.
What are Annie I-Hui Chen's credentials?
Annie I-Hui Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annie I-Hui Chen located?
Annie I-Hui Chen is based in IRVINE, California, working with SABAL INVESTMENT ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Annie I-Hui Chen charge for services?
Annie I-Hui Chen's firm is compensated through percentage of aum, other: carried interest payable to the general partners of the funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SABAL INVESTMENT ADVISORS, LLC?
SABAL INVESTMENT ADVISORS, LLC has approximately 15 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SABAL INVESTMENT ADVISORS, LLC

Stephen Drakeford Ayres
IRVINE, CA
Angie Shen Smith
IRVINE, CA
Boyega Adelekan
IRVINE, CA
John Alan Bogler
IRVINE, CA
Kevin Roderick Mckenzie
IRVINE, CA
Michael Lawrence Wilhelms
IRVINE, CA

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Research
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