Unclaimed Profile

Bonar Mony Chhay

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California

Clean recordFELICITAS GLOBAL PARTNERS, LLC

65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 5037260Firm CRD# 292411

Profile Verification

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

Identity

Bonar Mony Chhay · PASADENA, CA

Registration

CRD #5037260 · FELICITAS GLOBAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bonar Mony Chhay is a registered financial advisor based in PASADENA, California, affiliated with FELICITAS GLOBAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FELICITAS GLOBAL PARTNERS, LLC

AUM

$819M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5037260

Firm CRD# 292411

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonar Mony Chhay offer?

Bonar Mony Chhay specializes in Investment Management, Retirement Planning. Contact their office in PASADENA, California for a consultation.

What are Bonar Mony Chhay's credentials?

Bonar Mony Chhay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonar Mony Chhay located?

Bonar Mony Chhay is based in PASADENA, California, working with FELICITAS GLOBAL PARTNERS, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Bonar Mony Chhay charge for services?

Bonar Mony Chhay's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FELICITAS GLOBAL PARTNERS, LLC?

FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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