James
Chu
Virtue Capital Management, LLC
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About this Advisor
James Chu is a financial advisor based in Monterey Park, California, working with Virtue Capital Management, LLC. James has previously held positions at Revolution Financial Management, Waddell & Reed, Various Insurance Carriers For W&R Insurance Agencies, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Computer Science Corporation, Wonderland Design Inc, and Virtue Capital Management, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Virtue Capital Management, LLC, which operates out of Monterey Park, California. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$787,466,707
110
6,111
$128,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Chu Work History
Virtue Capital Management, LLC
Transamerica Financial Advisors, Inc
Revolution Financial Management
Waddell & Reed
Various Insurance Carriers For W&R Insurance Agencies
World Financial Group, Inc
Computer Science Corporation
Wonderland Design Inc
Disclosures
Please visit the SEC profile of James Chu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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