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Building 2CHOKSHI & QUEEN WEALTH ADVISORS

Map pinSAN DIEGO, CA
Phone858-550-0030
NotebookSEC #801-120967
Total AUM
$263.3M
Employees
4
Clients
682

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4510 EXECUTIVE DRIVE
SUITE 203
SAN DIEGO
CA 92121
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
858-550-0030

ReceiptFinancials

Total AUM
$263.3M
Accounts
775
Discretionary
$251.9M
Accounts
678
Non-Discretionary
$11.4M
Accounts
97

ContactClients

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Individual Clients
678
AUM
$251.9M
Pension/Profit Sharing Plan Clients
4
AUM
$11.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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