C
CRD: 133207
CHU Financial Management Corporation
Pittsburgh, PA
4126612082
$47.6M Total AUM
$47.6M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
22 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2004
- Office Locations
- 1
Office Locations
-- Pittsburgh PA
About CHU Financial Management Corporation
CHU Financial Management Corporation is a Pittsburgh-based RIA. The firm has been operating for 22 years. Managing $47.6M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$47.6M AVG AUM / ADVISOR
$553.1K AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Investment Vehicles
Ridge
Owner & Executives
O
OTTO HO-CHANG CHU
Chairman, Chief Executive Officer
- CRD
- #4872378
- Ownership
- 75% or more
(409) 380-7910
momentum.pathway@zenithcapital.com
in linkedin.com/in/pathway-summit
V
VICTORIA LEE
SENIOR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(265) 515-9522
glacier.prime@horizoncapital.com
in linkedin.com/in/crest-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,565,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,565,177 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,565,177
Equity - Exchange:
51.6% Cash:
48.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $685,132,694 | 51.6% |
| Cash | $642,643,844 | 48.4% |
| Total | $1,327,776,538 | 100.0% |