Unclaimed Profile

George Kung Wai Chin

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California

Clean recordDESTINATION WEALTH MANAGEMENT

1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 1113592Firm CRD# 110365

Profile Verification

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

Identity

George Kung Wai Chin · WALNUT CREEK, CA

Registration

CRD #1113592 · DESTINATION WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Kung Wai Chin is a registered financial advisor based in WALNUT CREEK, California, affiliated with DESTINATION WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

DESTINATION WEALTH MANAGEMENT

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DESTINATION WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1113592

Firm CRD# 110365

View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does George Kung Wai Chin offer?

George Kung Wai Chin specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are George Kung Wai Chin's credentials?

George Kung Wai Chin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Kung Wai Chin located?

George Kung Wai Chin is based in WALNUT CREEK, California, working with DESTINATION WEALTH MANAGEMENT. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does George Kung Wai Chin charge for services?

George Kung Wai Chin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESTINATION WEALTH MANAGEMENT?

DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →