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Francis Pei-Chi Chow

PUNCH CARD MANAGEMENT LP·WINTER PARK, Florida
Unclaimed Profile
444 W. NEW ENGLAND AVE, WINTER PARK, FL 32789CRD# 6449176Firm CRD# 162939
01

About

Francis Pei-Chi Chow is a registered financial advisor based in WINTER PARK, Florida, affiliated with PUNCH CARD MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PUNCH CARD MANAGEMENT LP
PUNCH CARD MANAGEMENT
AUM
$588M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PUNCH CARD MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6449176
Firm CRD# 162939
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francis Pei-Chi Chow offer?
Francis Pei-Chi Chow specializes in Retirement Planning. Contact their office in WINTER PARK, Florida for a consultation.
What are Francis Pei-Chi Chow's credentials?
Francis Pei-Chi Chow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Pei-Chi Chow located?
Francis Pei-Chi Chow is based in WINTER PARK, Florida, working with PUNCH CARD MANAGEMENT LP. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Francis Pei-Chi Chow charge for services?
Francis Pei-Chi Chow'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 PUNCH CARD MANAGEMENT LP?
PUNCH CARD MANAGEMENT LP has approximately 4 employees and manages $588M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
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