1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CHUNG WU INVESTMENT GROUP, LLC

Map pinSUGAR LAND, TX
Phone(281) 203-0069
NotebookSEC #801-130266
Total AUM
$147.5M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 LAKE POINTE PARKWAY
SUGAR LAND
TX 77478
United States
Operating Hours
8AM - 5PM (CST)
Monday - Friday
Phone
(281) 203-0069

ReceiptFinancials

Total AUM
$147.5M
Accounts
215
Discretionary
$147.5M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
27
AUM
$8.2M
HNW Individual Clients
66
AUM
$109.6M
Pooled Vehicle Clients
34
AUM
$29.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account