Unclaimed Profile

Kui Nmn Cai

WESTFIELD INVESTMENT LLC·WESTFIELD, New Jersey

Clean recordWESTFIELD INVESTMENT LLC

50 CARDINAL DRIVE, SUITE 103, WESTFIELD, NJ 07090CRD# 6596568Firm CRD# 282396

Profile Verification

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

Identity

Kui Nmn Cai · WESTFIELD, NJ

Registration

CRD #6596568 · WESTFIELD INVESTMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kui Nmn Cai is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with WESTFIELD INVESTMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WESTFIELD INVESTMENT LLC

AUM

$137M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at WESTFIELD INVESTMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6596568

Firm CRD# 282396

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kui Nmn Cai offer?

Kui Nmn Cai specializes in Retirement Planning. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Kui Nmn Cai's credentials?

Kui Nmn Cai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kui Nmn Cai located?

Kui Nmn Cai is based in WESTFIELD, New Jersey, working with WESTFIELD INVESTMENT LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.

How does Kui Nmn Cai charge for services?

Kui Nmn Cai'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 WESTFIELD INVESTMENT LLC?

WESTFIELD INVESTMENT LLC is a registered investment adviser with the SEC, managing $137M in regulatory assets under management. See their Form ADV for full details.

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