Chen Financial Group, LLC

Overview

Chen Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional mandates, and it bills clients via hourly charges and fixed fees rather than asset-based fees. Its stated advisory activities include financial planning, pension consulting services, selection of other advisers, and delivering educational seminars and workshops. The dataset marks the firm as a capital allocator but also indicates it is not an active ESG investor and is not identified as a multistate or newly formed adviser. The year of SEC registration is not reported in the source data.

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Location & Offices