Lorin
Chun

Ae Wealth Management, LLC

CRD#1103114
Investment Advisor
in Kahului, HI

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About this Advisor

Lorin Chun is a financial advisor working in Kahului, Hawaii, who has been in the advisory business for 28 years. Chun works at Ae Wealth Management, LLC. Their career trajectory has included roles at E.A. Buck Insurance, Inc, H. Beck, Inc, Sammons Securities Co., LLC, Spc, Parkland Securities, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Chun has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Hawaii. Ae Wealth Management, LLC is a business that has its headquarters in Kahului, Hawaii. The firm has offices in 323 locations and a total of 475 people on staff. It handles $9 billion in total assets among its 74,292 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 74,292 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services vary depending on the type of financial services offered. Fees charged by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

HI Average: $2,243,162,756
Total Number of Employees

475

HI Average: 44
Total Number of Accounts

74,292

HI Average: 4,091
Average Account Size

$115,541

HI Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lorin Chun Work History

Lorin has 28 years of experience.

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

1992 - Present (29 years)

E.A. Buck Insurance, Inc

2014 - 2019 (5 years)

Parkland Securities

2011 - 2014 (3 years)

Sammons Securities Co., LLC

2011 - 2019 (8 years)

Spc

2001 - 2011 (10 years)

H. Beck, Inc

Disclosures

Lorin Chun has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kevin Thornton
Topeka, KS
Jeffry Cole
Temecula, CA
Thomas Tayton
Chicago, IL
Nathaniel Miller
Topeka, KS
Craig Gordinier
Topeka, KS
Amanda Jager
Elgin, IL
Tanner Wells
Las Vegas, NV
Bradley Barkate
Bakersfield, CA

This content was compiled from the SEC and FINRA.

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