CC
CFA
CC
CFA

Chihhan Chen

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
144 clients
Average Client Portfolio
$325K average
Assets Under Management
$46.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

185 W Chestnut Ave, Monrovia, CA, 91016

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chihhan is a managing member of Typhos Investment Management LLC since 2019, where he is responsible for portfolio management. He spends a few hours per week on this activity.

Employment History
Current Registrations
Transglobal Advisory, LLC
March 2020 - Present · 5 yrs 11 mos
State Registrations6 states
CAHILANYTXWY
Advisor
Exams
No exam information available for this advisor.
Chihhan Chen - Financial Advisor | TrueAdvisor