Unclaimed Profile

Juhua Zhu

AIGEN INVESTMENT MANAGEMENT, LP·NEW YORK CITY, New York

SIE, Series 7, Series 55, Series 63Clean recordAIGEN INVESTMENT MANAGEMENT, LP

411 FIFTH AVE, NEW YORK CITY, NY 10016CRD# 4974075Firm CRD# 297391

Profile Verification

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

Identity

Juhua Zhu · NEW YORK CITY, NY

Registration

CRD #4974075 · AIGEN INVESTMENT MANAGEMENT, LP

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AIGEN INVESTMENT MANAGEMENT, LP

CRD 297391 · SEC 801-114220

AUM

$174M

Regulatory assets under management

Employees

5 client accounts

Services offered by AIGEN INVESTMENT MANAGEMENT, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at AIGEN INVESTMENT MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Juhua Zhu offer?

Juhua Zhu specializes in Retirement Planning. Contact their office in NEW YORK CITY, New York for a consultation.

What are Juhua Zhu's credentials?

Juhua Zhu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juhua Zhu located?

Juhua Zhu is based in NEW YORK CITY, New York, working with AIGEN INVESTMENT MANAGEMENT, LP. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Juhua Zhu charge for services?

Juhua Zhu's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AIGEN INVESTMENT MANAGEMENT, LP?

AIGEN INVESTMENT MANAGEMENT, LP has approximately 8 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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