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Michael Hoi-Ming Cheung

CAERUS INVESTMENT ADVISORS, LLC·WEST LAKE HILLS, Texas
Clean recordCAERUS INVESTMENT ADVISORS, LLC
311 LAUREL VALLEY ROAD, WEST LAKE HILLS, TX 78746CRD# 5683262Firm CRD# 171716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Hoi-Ming Cheung · WEST LAKE HILLS, TX
Registration
CRD #5683262 · CAERUS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Hoi-Ming Cheung is a registered financial advisor based in WEST LAKE HILLS, Texas, affiliated with CAERUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAERUS INVESTMENT ADVISORS, LLC
CAERUS INVESTMENT ADVISORS, LLC
AUM
$206M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAERUS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5683262
Firm CRD# 171716
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Hoi-Ming Cheung offer?
Michael Hoi-Ming Cheung specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST LAKE HILLS, Texas for a consultation.
What are Michael Hoi-Ming Cheung's credentials?
Michael Hoi-Ming Cheung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Hoi-Ming Cheung located?
Michael Hoi-Ming Cheung is based in WEST LAKE HILLS, Texas, working with CAERUS INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.
How does Michael Hoi-Ming Cheung charge for services?
Michael Hoi-Ming Cheung'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 CAERUS INVESTMENT ADVISORS, LLC?
CAERUS INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAERUS INVESTMENT ADVISORS, LLC

Jessica Nadine Clark
WEST LAKE HILLS, TX

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