Chung Wu Investment Group, LLC

Chung Wu Investment Group, LLC (CRD# 170362) is a financial advisory firm headquartered in Sugar Land, TX. They manage $110,386,179 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1415 Lake Pointe Parkway, Sugar Land, TX 77478
http://cw-investmentgroup.com/
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $546,466
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Chung Wu Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chung Wu, financial advisor Sugar Land TX
Chung Wu
CRD#: 3175511
1415 Lake Pointe Parkway, Sugar Land, TX 77478

Chung Wu (CRD# 3175511) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has over 25 years of experience in the finance industry.

2
Thomas Chen, financial advisor Sugar Land TX
Thomas L. Chen
CRD#: 7058971
1415 Lake Pointe Parkway, Sugar Land, TX 77478

Thomas Chen (CRD# 7058971) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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