Unclaimed Profile

Huachen Chen

PALLAS INVESTMENT PARTNERS, L.P.·SAN FRANCISCO, California

Clean recordPALLAS INVESTMENT PARTNERS, L.P.

555 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 4380786Firm CRD# 109592

Profile Verification

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

Identity

Huachen Chen · SAN FRANCISCO, CA

Registration

CRD #4380786 · PALLAS INVESTMENT PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Huachen Chen is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PALLAS INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PALLAS INVESTMENT PARTNERS, L.P.

AUM

$25M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at PALLAS INVESTMENT PARTNERS, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4380786

Firm CRD# 109592

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Huachen Chen offer?

Huachen Chen specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Huachen Chen's credentials?

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

Where is Huachen Chen located?

Huachen Chen is based in SAN FRANCISCO, California, working with PALLAS INVESTMENT PARTNERS, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Huachen Chen charge for services?

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

How large is PALLAS INVESTMENT PARTNERS, L.P.?

PALLAS INVESTMENT PARTNERS, L.P. is a registered investment adviser with the SEC, managing $25M in regulatory assets under management. See their Form ADV for full details.

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