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Colin Pan

VALENCE8 US LP·CAMBRIDGE, Massachusetts
Unclaimed Profile
15A ELLSWORTH AVENUE, CAMBRIDGE, MA 02139CRD# 7463536Firm CRD# 317389
01

About

Colin Pan is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with VALENCE8 US LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
VALENCE8 US LP
VALENCE8
AUM
$909M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VALENCE8 US LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7463536
Firm CRD# 317389
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colin Pan offer?
Colin Pan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Colin Pan's credentials?
Colin Pan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Pan located?
Colin Pan is based in CAMBRIDGE, Massachusetts, working with VALENCE8 US LP. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Colin Pan charge for services?
Colin Pan'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 VALENCE8 US LP?
VALENCE8 US LP has approximately 6 employees and manages $909M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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