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Chung Wu

CHUNG WU INVESTMENT GROUP, LLC·SUGAR LAND, Texas
Unclaimed Profile
1415 LAKE POINTE PARKWAY, SUGAR LAND, TX 77478CRD# 3175511Firm CRD# 170362
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CHUNG WU INVESTMENT GROUP, LLC
CHUNG WU INVESTMENT GROUP, LLC
AUM
$110M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CHUNG WU INVESTMENT GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3175511
Firm CRD# 170362
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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