Unclaimed Profile

Kwok Cheung Chan

GUIDESTREAM FINANCIAL, INC.·SPRING ARBOR, Michigan

Clean recordGUIDESTREAM FINANCIAL, INC.

8050 SPRING ARBOR ROAD, SPRING ARBOR, MI 49283CRD# 6765191Firm CRD# 150890

Profile Verification

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

Identity

Kwok Cheung Chan · SPRING ARBOR, MI

Registration

CRD #6765191 · GUIDESTREAM FINANCIAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GUIDESTREAM FINANCIAL, INC.

AUM

$203M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUIDESTREAM FINANCIAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6765191

Firm CRD# 150890

View on FINRA BrokerCheck →

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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.

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