CHOKSHI & QUEEN WEALTH ADVISORS
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 313833
- Registered since
- April 26, 2021
- Website
- financialplanningsd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.67%
- Pension & Profit Sharing Plans4.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chokshi & Queen Wealth Advisors is an independent, SEC-registered RIA that began registration in 2021 and operates as a corporation owned by individuals. The firm serves both individual and family clients as well as institutional mandates. It provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selects outside advisers when appropriate. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm is an active capital allocator to third-party managers and lists an affiliation with an insurance company. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents13%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1NIMAI CHOKSHI
CEOCRD 4804722
Contacts
3 of 3Jennifer Queen
Financial AdvisorCRD 5078304
Nitai Chokshi
Investment Adviser RepresentativeCRD 8061756
STEPHEN SOLOMON
Financial AdvisorCRD 2413923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$109M in ETFs
96%
$105M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45M | 68,895 | 41.27% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 4510 Executive Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
PACIFIC CAPITAL ASSOCIATES
RIASAN DIEGO, CA
HEALTHPOINTCAPITAL MANAGEMENT, LLC
RIASAN DIEGO, CA
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
RIASAN DIEGO, CA
MISSION HILLS FINANCIAL ADVISORY LLC
RIASAN DIEGO, CA
SIMPLIFI, INC.
RIASAN DIEGO, CA
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RIASAN DIEGO, CA