CAISHEN FINANCIAL

Overview

Caishen Financial LLC is an individual-owned advisory firm that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees, and it identifies itself as an active ESG investor, suggesting environmental, social, and governance considerations are integrated into its investment approach. Registration details are limited (SEC registration year not reported), the firm is classified as "Unclassified" in the snapshot data, and it is not organized as a capital allocator or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices