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David Yi-Ping Chen

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
Clean recordEQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
411 NW PARK AVE, PORTLAND, OR 97209CRD# 5861615Firm CRD# 182520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Yi-Ping Chen · PORTLAND, OR
Registration
CRD #5861615 · EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Yi-Ping Chen is a registered financial advisor based in PORTLAND, Oregon, affiliated with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5861615
Firm CRD# 182520
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Yi-Ping Chen offer?
David Yi-Ping Chen specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are David Yi-Ping Chen's credentials?
David Yi-Ping Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Yi-Ping Chen located?
David Yi-Ping Chen is based in PORTLAND, Oregon, working with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does David Yi-Ping Chen charge for services?
David Yi-Ping Chen'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 EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC?
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC has approximately 36 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Theodore Donald Holt
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
PORTLAND, OR
William Coolidge Campbell
PORTLAND, OR
John Jay Pierrepont
PORTLAND, OR

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Research
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