CHEN FINANCIAL GROUP, LLC

CRD 133336

Visit website

1600 W. HILLSDALE BLVD, SUITE 102, SAN MATEO, CA, 94402, United States

Phone

650-631-0600

Fax

650-240-1392

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

4 total employees; 1 advisory reps; 58 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPension consultingSelection of other advisersEducational seminarsCOMPREHENSIVE FINANCIAL PLANNING, PLAN MONITORING, IPS DEVELOPEMENT, FINANCIAL COUNSELING, ESTATE PLANNING,

Client types

Type	Clients	AUM
Individuals	54	$0
Corporations/business entities	3	$0

All web addresses on file

http://www.ChenFinancial.com
http://www.Consult401k.com

Official SEC filing: View on IAPD