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Steven Yu-Chieh Chen

GOBI CAPITAL LLC·SAN FRANCISCO, California
Clean recordGOBI CAPITAL LLC
909 MONTGOMERY STREET, SAN FRANCISCO, CA 94133CRD# 6631463Firm CRD# 151427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Yu-Chieh Chen · SAN FRANCISCO, CA
Registration
CRD #6631463 · GOBI CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Yu-Chieh Chen is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GOBI CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GOBI CAPITAL LLC
GOBI CAPITAL LLC
AUM
$2.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GOBI CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6631463
Firm CRD# 151427
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Yu-Chieh Chen offer?
Steven Yu-Chieh Chen specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Steven Yu-Chieh Chen's credentials?
Steven Yu-Chieh Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Yu-Chieh Chen located?
Steven Yu-Chieh Chen is based in SAN FRANCISCO, California, working with GOBI CAPITAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Steven Yu-Chieh Chen charge for services?
Steven Yu-Chieh 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 GOBI CAPITAL LLC?
GOBI CAPITAL LLC has approximately 4 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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