CRD: 132170
Chinese Abraham Investment Advisors LLC
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- Custodian
- Goldman Sachs · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2005
- Office Locations
- 1
Office Locations
About Chinese Abraham Investment Advisors LLC
CA Investment Advisers LLC (華信投資顧問) is an independent, fee-only RIA founded in New York (2004) and now based in California’s San Francisco Bay Area, serving clients across CA, NY, and NJ with offices in Cupertino, Fremont, and San Mateo. The firm delivers customized investment advisory and asset management, with an incentive-aligned, performance-based fee structure, and a retirement focus spanning 401(k), 403(b), and IRA portfolios that are primarily ETF-oriented.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM FUNG
Chief Compliance Officer, President
- CRD
- #3134506
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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