Ann
Chung
Pasadena Private Wealth, LLC
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About this Advisor
Ann Chung is a financial advisor operating out of Pasadena, California who has 4 years of industry experience. Chung is currently employed by Pasadena Private Wealth, LLC. Over the course of their career, Chung has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Purshe Kaplan Sterling Investments, Pensionmark Securities, LLC and Pasadena Private Wealth, LLC. Chung holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Pasadena Private Wealth, LLC is a registered investment business that has its headquarters in Pasadena, CA. The investment advisory business has a total of 10 advisors. It has $917 million in assets among its 1,267 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,267 client accounts, 43% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Pasadena Private Wealth, LLC most likely include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pasadena Private Wealth, LLC Brokerage Details
$917,237,924
10
1,267
$723,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ann Chung Work History
Ann has been registered as a financial advisor for 4 years.*
Pensionmark Securities, LLC
Pasadena Private Wealth, LLC
Purshe Kaplan Sterling Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Chung to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pasadena Private Wealth, LLC
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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