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Martin Mung Loon Wai

COVENANT CREDIT PARTNERS, LLC·CHARLOTTE, North Carolina
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121 W. TRADE ST., CHARLOTTE, NC 28202CRD# 6734094Firm CRD# 169989
01

About

Martin Mung Loon Wai is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with COVENANT CREDIT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CCP TRANSITION, LLC
CCP TRANSITION, LLC
AUM
$505M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CCP TRANSITION, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6734094
Firm CRD# 169989
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martin Mung Loon Wai offer?
Martin Mung Loon Wai specializes in Retirement Planning. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Martin Mung Loon Wai's credentials?
Martin Mung Loon Wai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Mung Loon Wai located?
Martin Mung Loon Wai is based in CHARLOTTE, North Carolina, working with COVENANT CREDIT PARTNERS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Martin Mung Loon Wai charge for services?
Martin Mung Loon Wai'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 COVENANT CREDIT PARTNERS, LLC?
COVENANT CREDIT PARTNERS, LLC has approximately 9 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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