Unclaimed Profile

Tina Ching Chan

INTELLECTUS PARTNERS, LLC·SAN FRANCISCO, California

Clean recordINTELLECTUS PARTNERS, LLC

1050 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 4507273Firm CRD# 173140

Profile Verification

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

Identity

Tina Ching Chan · SAN FRANCISCO, CA

Registration

CRD #4507273 · INTELLECTUS PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tina Ching Chan is a registered financial advisor based in SAN FRANCISCO, California, affiliated with INTELLECTUS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTELLECTUS PARTNERS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTELLECTUS PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4507273

Firm CRD# 173140

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tina Ching Chan offer?

Tina Ching Chan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Tina Ching Chan's credentials?

Tina Ching Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tina Ching Chan located?

Tina Ching Chan is based in SAN FRANCISCO, California, working with INTELLECTUS PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Tina Ching Chan charge for services?

Tina Ching Chan'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 INTELLECTUS PARTNERS, LLC?

INTELLECTUS PARTNERS, LLC has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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