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Alphonse Ignatius Chan

NEOSHO CAPITAL LLC·LA JOLLA, California
Unclaimed Profile
4250 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 2577321Firm CRD# 130779
01

About

Alphonse Ignatius Chan is a registered financial advisor based in LA JOLLA, California, affiliated with NEOSHO CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
NEOSHO CAPITAL LLC
NEOSHO CAPITAL LLC
AUM
$184M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NEOSHO CAPITAL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2577321
Firm CRD# 130779
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alphonse Ignatius Chan offer?
Alphonse Ignatius Chan specializes in Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Alphonse Ignatius Chan's credentials?
Alphonse Ignatius Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alphonse Ignatius Chan located?
Alphonse Ignatius Chan is based in LA JOLLA, California, working with NEOSHO CAPITAL LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Alphonse Ignatius Chan charge for services?
Alphonse Ignatius Chan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEOSHO CAPITAL LLC?
NEOSHO CAPITAL LLC has approximately 4 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Natalie Gumina Mcintosh — MUNDOVAL CAPITAL MANAGEMENT, INC.Joanne Senyei — ENTERPRISE PARTNERS MANAGEMENT, LLCTighe Reardon — AVALON VENTURES MANAGEMENT, LLCChristopher Keith Richey — NEOSHO CAPITAL LLCArthur Quicke Johnson — MUNDOVAL CAPITAL MANAGEMENT, 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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