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BAOCHUAN CAPITAL MANAGEMENT, LLC
BAOCHUAN CAPITAL MANAGEMENT, LLC
WALNUT CREEK, California
·
3 registered advisors
·
CRD# 156094
SEC# 801-72112
925-930-9498
01
Firm Overview
AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BAOCHUAN CAPITAL MANAGEMENT, LLC
3 registered advisors
Jonathan Joseph Masse
WALNUT CREEK, California
CFA
CRD# 4480430
Kevin Todd Carter
WALNUT CREEK, California
CRD# 2215505
Mark Pearson Wehrman
WALNUT CREEK, California
CRD# 4707816
05
Office Locations
WALNUT CREEK, California
3 advisors
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Data sourced from SEC Form ADV filings. BAOCHUAN CAPITAL MANAGEMENT, LLC (CRD# 156094) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.