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CHINESE ABRAHAM INVESTMENT ADVISORS LLC
CRD 132170
20111 STEVENS CREEK BLVD, SUITE 200, CUPERTINO, CA, 95014, United States
Phone
408-725-2975
Fax
408-689-2467
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $10.7M |
| High net worth individuals | 22 | $25.4M |
All web addresses on file
Official SEC filing: View on IAPD