Unclaimed Profile

Audrey Lee Cheng

PACIFIC LIFE FUND ADVISORS LLC·NEWPORT BEACH, California

PACIFIC LIFE FUND ADVISORS LLC

700 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6397CRD# 7716802Firm CRD# 105169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Audrey Lee Cheng · NEWPORT BEACH, CA

Registration

CRD #7716802 · PACIFIC LIFE FUND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Audrey Lee Cheng is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PACIFIC LIFE FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PACIFIC LIFE FUND ADVISORS LLC

AUM

$39.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC LIFE FUND ADVISORS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7716802

Firm CRD# 105169

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Audrey Lee Cheng offer?

Audrey Lee Cheng specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are Audrey Lee Cheng's credentials?

Audrey Lee Cheng is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Audrey Lee Cheng located?

Audrey Lee Cheng is based in NEWPORT BEACH, California, working with PACIFIC LIFE FUND ADVISORS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Audrey Lee Cheng charge for services?

Audrey Lee Cheng's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC LIFE FUND ADVISORS LLC?

PACIFIC LIFE FUND ADVISORS LLC has approximately 19 employees and manages $39.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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