CHOKSHI & QUEEN WEALTH ADVISORS - Financial Advisor in California, San Diego

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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