$455.0K Total AUM
$455.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
13 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2013
- Office Locations
- 1
Office Locations
-- Staten Island NY
About Zihuitrading LLC
ZihuiTrading LLC is an SEC-registered RIA providing discretionary investment management focused on the U.S. equity market, primarily via equity ETFs. Led by President Chiangtim Chen, a veteran investor with 25+ years of experience and formal finance training, the firm emphasizes balancing risk and return. Client assets are custodied at Interactive Brokers, with trading placed in client accounts only under authorization.
Team overview
-- AVG AGE
$455.0K AVG AUM / ADVISOR
$113.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHIANGTIM CHEN
President
- CRD
- #2060864
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $455,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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