Bonar
Chhay
Felicitas Global Partners, LLC
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About this Advisor
Bonar Chhay is a chartered financial analyst who works out of Pasadena, California with 5 years of industry experience. Chhay currently works for Felicitas Global Partners, LLC. Throughout their career, Chhay has worked at Felicitas Investors, LLC and Felicitas Global Partners, LLC. Chhay maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Felicitas Global Partners, LLC is a firm that has its headquarters in Pasadena, CA. It has $750 million in assets under management across its 14 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The business has a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Felicitas Global Partners, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Felicitas Global Partners, LLC Brokerage Details
$750,415,773
12
14
$53,601,127
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Bonar Chhay Work History
Bonar has been registered as a financial advisor for 5 years.*
Felicitas Global Partners, LLC
Felicitas Investors, LLC
*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 Bonar Chhay 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 Felicitas Global Partners, LLC
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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