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CHOKSHI & QUEEN WEALTH ADVISORS

Tel: 858-550-0030
4510 Executive Drive
Suite 203
San Diego, California  92121

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CHOKSHI & QUEEN WEALTH ADVISORS

CHOKSHI & QUEEN WEALTH ADVISORS is a San Diego, California based financial advisory firm with nearly $226,084,796 in assets under management and provides investment advisory services for 772 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

313833

SEC#:

801-120967

No. of Clients:

772

Assets under Management

$226,084,796

No. of Advisors:

3

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