Peter
Cheng
American Fundstars
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About this Advisor
Peter Cheng is a financial advisor based out of Newport Beach, California. Cheng currently works for American Fundstars. Throughout their career, they have worked at Anxin, Inc and American Fundstars Financial Group LLC. Cheng is able to advise clients in California. American Fundstars is an advisory company that has its headquarters in Newport Beach, CA. It oversees $115 million in assets under management among its 226 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 226 customer accounts, 100% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company provides 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 are based on the type of financial services offered. Fees billed by American Fundstars most likely consist of any combination of asset-based and performance-based fees.
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
Peter Cheng Work History
Peter has been registered as a financial advisor for 0 years.*
American Fundstars Financial Group LLC
Anxin, Inc
*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 Peter Cheng 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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