CHOKSHI & QUEEN WEALTH ADVISORS

4510 Executive Drive
Suite 203
San Diego, California 92121
Tel: 858-550-0030

About CHOKSHI & QUEEN WEALTH ADVISORS

CHOKSHI & QUEEN WEALTH ADVISORS, formally registered with the SEC as CHOKSHI & QUEEN WEALTH ADVISORS. The firm was established in 04/26/2021. They have over 1 offices throughout the country.

CHOKSHI & QUEEN WEALTH ADVISORS is a San Diego, California based Financial Planning firm with nearly $226,084,796 assets under management, offering retirement planning & investment advisory services to 772 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313833
SEC#	801-120967
Assets Managed by Firm	$226,084,796
No. of Clients	772
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	772	$226,084,796
Individuals (other than high net worth individuals)	769	$223,084,796
Pension and profit sharing plans	Fewer than 5 clients	$3,000,000

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