AdvisorOS Directory
Claim Profile
KC

Kwok Cheung Chan

GUIDESTREAM FINANCIAL, INC.·SPRING ARBOR, Michigan
Unclaimed Profile
8050 SPRING ARBOR ROAD, SPRING ARBOR, MI 49283CRD# 6765191Firm CRD# 150890
01

About

Kwok Cheung Chan is a registered financial advisor based in SPRING ARBOR, Michigan, affiliated with GUIDESTREAM FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC.
AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GUIDESTREAM FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6765191
Firm CRD# 150890
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPRING ARBOR?

Browse all registered financial advisors in SPRING ARBOR, Michigan or claim this profile if it's yours.

Browse SPRING ARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kwok Cheung Chan offer?
Kwok Cheung Chan specializes in Financial Planning, Investment Management. Contact their office in SPRING ARBOR, Michigan for a consultation.
What are Kwok Cheung Chan's credentials?
Kwok Cheung Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kwok Cheung Chan located?
Kwok Cheung Chan is based in SPRING ARBOR, Michigan, working with GUIDESTREAM FINANCIAL, INC.. Their office serves clients in the SPRING ARBOR metropolitan area and surrounding communities.
How does Kwok Cheung Chan charge for services?
Kwok Cheung Chan'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 GUIDESTREAM FINANCIAL, INC.?
GUIDESTREAM FINANCIAL, INC. has approximately 8 employees and manages $203M 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 →
Other advisors in SPRING ARBOR
Mark Steven Olson — GUIDESTREAM FINANCIAL, INC.Daniel Alan Kurtz — GUIDESTREAM FINANCIAL, INC.Lawrence Paul Roberts — GUIDESTREAM FINANCIAL, INC.William Clark Crothers — GUIDESTREAM FINANCIAL, INC.Gene Emmet Keene — GUIDESTREAM FINANCIAL, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile