CHCC GLOBAL SERVICES LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
MISSOURI CITY, Texas
CRD number
289762
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chcc Global Services LLC is a limited liability company that operates as a capital allocator and adviser to individuals and small businesses. Its registered advisory activities emphasize financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm’s operating model centers on sourcing and allocating capital to external managers rather than running a large proprietary investment platform. Fee arrangements include a mix of percentage‑of‑AUM billing, hourly charges and fixed fees, which suggests flexibility in client engagement structures from ongoing asset management to project‑based planning work. The firm is not identified as an active ESG investor, and it is classified as a single‑state adviser in available records. Ownership is recorded as a domestic entity and individual combination, and the adviser is not designated as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • QINCHENG LAN

    Investment DirectorCRD 6845468

  • Caiyi Meng

    ManagerCRD 6884982

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MISSOURI CITY, TX

FORT BEND

Location

MISSOURI CITY, TX

Headquartered in MISSOURI CITY, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
4610 Riverstone Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth