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KW

Karen Wong

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
Unclaimed Profile
50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 5473550Firm CRD# 105764
01

About

Karen Wong is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MELLON CAPITAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
MELLON INVESTMENTS CORPORATION
AUM
$674.2B
Regulatory assets under management
Employees
146
Total firm employees
View all advisors at MELLON INVESTMENTS CORPORATION →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITIES LENDING
Regulatory
SEC/IARD CRD# 5473550
Firm CRD# 105764
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Wong offer?
Karen Wong specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Karen Wong's credentials?
Karen Wong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Wong located?
Karen Wong is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Karen Wong charge for services?
Karen Wong's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B 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
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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