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Wei Wen Chen

SABAL CAPITAL MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
233 WILSHIRE BLVD., SANTA MONICA, CA 90401CRD# 5086021Firm CRD# 154146
01

About

Wei Wen Chen is a registered financial advisor based in SANTA MONICA, California, affiliated with SABAL CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SABAL CAPITAL MANAGEMENT, LLC
SABAL CAPITAL MANAGEMENT, LLC
AUM
$75M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SABAL CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5086021
Firm CRD# 154146
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wei Wen Chen offer?
Wei Wen Chen specializes in Investment Management, Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Wei Wen Chen's credentials?
Wei Wen Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wei Wen Chen located?
Wei Wen Chen is based in SANTA MONICA, California, working with SABAL CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Wei Wen Chen charge for services?
Wei Wen 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 SABAL CAPITAL MANAGEMENT, LLC?
SABAL CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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