Zihuitrading LLC
Firm details
- Headquarters
- ,
- CRD number
- 160831
- Website
- zihuitrading.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zihuitrading LLC is a limited liability company that focuses on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not classify itself as an ESG investor, Zihuitrading LLC engages in advisory activities tailored to the needs of small businesses and individual clients. The firm does not have affiliations with other advisory firms or act as a pension consultant, maintaining a straightforward approach to investment management.
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 Equities100%
Contacts
1 of 1Chiangtim Chen
OwnerCRD 2060864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Tonjes Financial Group
RIAFindlay, OH
Kempthorne Analytics, Inc
RIAVOX Financial Planning
RIAHHL Wealth Advisors Inc.
RIAFlushing, NY