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Kitty Ka-Hei Chu

SAGENT WEALTH MANAGEMENT·NEWPORT BEACH, California
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4695 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 5283255Firm CRD# 147890
01

About

Kitty Ka-Hei Chu is a registered financial advisor based in NEWPORT BEACH, California, affiliated with SAGENT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SAGENT WEALTH MANAGEMENT
SAGENT WEALTH MANAGEMENT
AUM
$90M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAGENT WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5283255
Firm CRD# 147890
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kitty Ka-Hei Chu offer?
Kitty Ka-Hei Chu specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Kitty Ka-Hei Chu's credentials?
Kitty Ka-Hei Chu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kitty Ka-Hei Chu located?
Kitty Ka-Hei Chu is based in NEWPORT BEACH, California, working with SAGENT WEALTH MANAGEMENT. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Kitty Ka-Hei Chu charge for services?
Kitty Ka-Hei Chu'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 SAGENT WEALTH MANAGEMENT?
SAGENT WEALTH MANAGEMENT has approximately 3 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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