Unclaimed Profile

Chi Zhang

LOGIC WEALTH MANAGEMENT, LLC·PASADENA, California

Clean recordLOGIC WEALTH MANAGEMENT, LLC

1055 EAST COLORADO BLVD, SUITE 500, PASADENA, CA 91106CRD# 7700134Firm CRD# 153453

Profile Verification

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

Identity

Chi Zhang · PASADENA, CA

Registration

CRD #7700134 · LOGIC WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chi Zhang is a registered financial advisor based in PASADENA, California, affiliated with LOGIC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LOGIC WEALTH MANAGEMENT, LLC

AUM

$122M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOGIC WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7700134

Firm CRD# 153453

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chi Zhang offer?

Chi Zhang specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Chi Zhang's credentials?

Chi Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chi Zhang located?

Chi Zhang is based in PASADENA, California, working with LOGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Chi Zhang charge for services?

Chi Zhang'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 LOGIC WEALTH MANAGEMENT, LLC?

LOGIC WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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