Fan
Feng
American Fundstars
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About this Advisor
Fan Feng is a financial advisor based out of Newport Beach, California with a total of 2 years of relevant experience. Feng currently works for American Fundstars. Over the course of their career, they have held roles at Morgan Stanley, Safy Info Tech (Shanghai) LTD, Morgan Stanley Private Bank, National Association and American Fundstars Financial Group LLC. Feng maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. American Fundstars is a business that has its headquarters in Newport Beach, CA. It has $115 million in assets among its 226 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 226 accounts, 100% belong to high-net-worth clients who have more than $1 million in assets. American Fundstars offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the services offered. However, fees charged by American Fundstars can be comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Fundstars Brokerage Details
$114,873,477
15
226
$508,290
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Fan Feng Work History
Fan has been registered as a financial advisor for 2 years.*
American Fundstars Financial Group LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Safy Info Tech (Shanghai) LTD
*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 Fan Feng 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 American Fundstars
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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