Su Chuen
Foo
Avivar Capital, LLC
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About this Advisor
Su Chuen Foo is a financial advisor based in Carlsbad, California, working with Avivar Capital, LLC. Su Chuen Foo has previously held positions at Avivar Capital, LLC, Kamehameha Schools, Hawaii Department Of Health, Social Impact, Women For Women International, and Corporate Executive Board. Su Chuen Foo has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Su Chuen Foo is part of Avivar Capital, LLC, which operates out of Carlsbad, California. The firm has 19 employees and manages assets totaling $443.2 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Avivar Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avivar Capital, LLC Brokerage Details
$443,208,449
19
19
$23,326,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Su Chuen Foo Work History
Avivar Capital, LLC
Kamehameha Schools
Hawaii Department Of Health
Social Impact
Corporate Executive Board
Women For Women International
Disclosures
Please visit the SEC profile of Su Chuen Foo 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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