CHOKSHI & QUEEN WEALTH ADVISORS
Tel: 858-550-0030 4510 Executive Drive Suite 203 San Diego, California 92121
About CHOKSHI & QUEEN WEALTH ADVISORS
CHOKSHI & QUEEN WEALTH ADVISORS is a San Diego, California based financial advisory firm with nearly $226,084,796 in assets under management and provides investment advisory services for 772 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
313833
Firm SEC#:
801-120967
Assets Under Management:
$226,084,796
No. of Clients:
772
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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