BK CHIN
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds100%
Contacts
2 of 2BRYAN CHIN
PresidentCRD 2332825
ALEX CHIN
ShareholderCRD 2837668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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