Austin
Chow

City National Rochdale

CRD#6895482
Investment Advisor
in San Francisco, CA

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About this Advisor

Austin Chow is a chartered financial analyst working in San Francisco, California with a total of 3 years of industry experience. Chow works at City National Rochdale. Their career trajectory has included roles at City National Rochdale, Beacon Pointe Advisors, Hollencrest Capital Management, Anteater Recreation Center, The University Of California, Irvine, City Of Mission Viejo and Real Estate Department Of San Francisco. Chow maintains a Series 63 license, certifying them as a securities broker, and is approved to advise clients in California. City National Rochdale is a financial advisory company based in New York, NY. The company has offices in nine locations and a total of 300 people on staff. It oversees $54 billion in assets under management across its 41,759 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 372 charitable organizations. Of its 41,759 customer accounts, 81% are held by high-net-worth investors who have at least $1 million in investable assets. City National Rochdale performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which service is offered. Fee types charged by City National Rochdale may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

455 Market Street Suite 2070
San Francisco, CA 94105

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

CA Average: $7,464,549,021
Total Number of Employees

300

CA Average: 88
Total Number of Accounts

41,759

CA Average: 3,892
Average Account Size

$1,297,110

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Austin Chow Work History

Austin has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

City National Rochdale

2015 - 2017 (2 years)

Beacon Pointe Advisors

2014 - 2015 (1 year)

Hollencrest Capital Management

2014 - 2014 (< 1 year)

City Of Mission Viejo

2013 - 2015 (2 years)

Anteater Recreation Center

2013 - 2013 (< 1 year)

Real Estate Department Of San Francisco

2011 - 2015 (4 years)

The University Of California, Irvine

*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 Austin Chow 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 City National Rochdale

David Shapiro
New York, NY
Nadia Gaston
New York, NY
Matthew Larson
New York, NY
Daniel Butterly
Beverly Hills, CA
Leigh Bucholtz
Lake Mary, FL
Christopher Austin
Beverly Hills, CA
John Rossiter
San Francisco, CA
Adam Izaac
Beverly Hills, 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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