CHINESE ABRAHAM INVESTMENT ADVISORS LLC

RIASEC Registered

Total AUM

$36M

Discretionary

$36M

100% of AUM

Avg account

$1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CUPERTINO, California
CRD number: 132170
Website: www.chineseabraham.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI70.32%
Individuals29.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chinese Abraham Investment Advisors LLC is an independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm combines financial planning with portfolio management for individuals, small businesses and institutions, and charges a mix of percentage-of-AUM, hourly, fixed and performance-based fees. Its stated investment preference is equities, with portfolio construction centered on exchange-traded securities and separately managed account structures. The adviser is not identified as an active ESG investor and is not structured as a multi-state adviser.