BK CHIN

RIASEC Registered
Total AUM
$2K
Discretionary
$0
0% of AUM
Avg account
$2K
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
111548
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BK Chin operates as a small corporate RIA focused on portfolio management for individuals and small businesses, with insurance brokerage listed among its business activities. The firm charges fees as a percentage of assets under management and reports a fixed-income orientation: its filings show a preference for US government bonds. BK Chin does not identify as an active ESG investor, is not multi-state, and does not act as a pension consultant. Its owner structure is listed as individual, and the adviser classification is unclassified. Given the firm’s reported activity, BK Chin appears set up to provide straightforward, conservative portfolio management alongside insurance products rather than to run a broad wealth management platform. The advisory scope emphasizes single-account, fixed-income allocations and relationships that are non-discretionary in nature according to the firm’s disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 100%100%
  • US Government Bonds100%

Contacts

2 of 2
  • BRYAN CHIN

    PresidentCRD 2332825

  • ALEX CHIN

    ShareholderCRD 2837668

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1100 Quail St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth