Henry Hien
Phan
Kera Capital Partners
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About this Advisor
Henry Hien Phan is a financial advisor who works in San Jose, California with a total of 2 years of industry experience. Phan is an advisor for Kera Capital Partners. Their career trajectory has included roles at Kera Capital Partners, Inc, Unemployed Minor, Student, Nfluence Partners, Vista Wealth Management, Morgan Stanley and Axa Advisors. Phan holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California and Illinois. Kera Capital Partners is a financial advisory company based in San Jose, CA. The firm has offices in 11 locations and a total of nine advisors. It administers $167 million in assets among its 420 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 420 client accounts, 79% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Kera Capital Partners performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Kera Capital Partners most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kera Capital Partners Brokerage Details
$166,700,527
9
420
$396,906
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Henry Hien Phan Work History
Henry Hien has been registered as a financial advisor for 2 years.*
Kera Capital Partners, Inc
Nfluence Partners
Vista Wealth Management
Morgan Stanley
Axa Advisors
Student
Unemployed Minor
*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 Henry Hien Phan 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 Kera Capital Partners
San Francisco, CA
Sacramento, CA
Bend, OR
San Jose, CA
San Jose, CA
Mokena, IL
Daly City, CA
San Jose, 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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