Unclaimed Profile

Chung Wu

CHUNG WU INVESTMENT GROUP, LLC·SUGAR LAND, Texas

Clean recordCHUNG WU INVESTMENT GROUP, LLC

1415 LAKE POINTE PARKWAY, SUGAR LAND, TX 77478CRD# 3175511Firm CRD# 170362

Profile Verification

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

Identity

Chung Wu · SUGAR LAND, TX

Registration

CRD #3175511 · CHUNG WU INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chung Wu is a registered financial advisor based in SUGAR LAND, Texas, affiliated with CHUNG WU INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CHUNG WU INVESTMENT GROUP, LLC

AUM

$110M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHUNG WU INVESTMENT GROUP, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3175511

Firm CRD# 170362

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chung Wu offer?

Chung Wu specializes in Investment Management, Fee-Only Advisory. Contact their office in SUGAR LAND, Texas for a consultation.

What are Chung Wu's credentials?

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

Where is Chung Wu located?

Chung Wu is based in SUGAR LAND, Texas, working with CHUNG WU INVESTMENT GROUP, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.

How does Chung Wu charge for services?

Chung Wu's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHUNG WU INVESTMENT GROUP, LLC?

CHUNG WU INVESTMENT GROUP, LLC has approximately 2 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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