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VW

Victor S. Wang

GRANDWAY INVESTMENT MANAGEMENT
PASADENA, CA 91101
Some features on this profile are disabled
CRD#: 4938731
VW

Professional summary

Victor Shir-ching Wang is a registered financial advisor currently at GRANDWAY INVESTMENT MANAGEMENT, LLC located in Pasadena, California.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Victor has worked at 1 firm and has passed the Series 3 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Grandway Development, LLC Address: 530 S. Lake Ave, Ste 503, Pasadena, CA 91101 Nature of Business: Real Estate Development Position: Passive Shareholder Start Date: 3/6/2015 Number of Hours Per Month: N/A Number of Hours Per Month During Securities Trading Hours: N/A Responsibilities: N/A Name: Grandway Capital Partners, LLC Address: 530 S. Lake Ave, Ste 503, Pasadena, CA 91101 Nature of Business: Real Estate Asset Management Position: Passive Shareholder Start Date: 4/22/2013 Number of Hours Per Month: N/A Number of Hours Per Month During Securities Trading Hours: N/A Responsibilities: N/A Name: Grandway Construction, LLC Address: 530 S. Lake Ave, Ste 503, Pasadena, CA 91101 Nature of Business: Construction of single-family homes in Southern California Position: Passive Shareholder Start Date: 11/27/2017 Number of Hours Per Month: N/A Number of Hours Per Month During Securities Trading Hours: N/A Responsibilities: N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Shir-ching Wang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 22, 2007 - Present

GRANDWAY INVESTMENT MANAGEMENT, LLC

Office #1: 251 S. Lake Avenue Suite 800, Pasadena, CA 91101
RIA
CRD#: 135040
PASADENA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/22/2007)

Exams

General Industry/Product Exam
RR
Series 3
Date: 9/4/2013
National Commodity Futures Examination

Current Firm

GI
GRANDWAY INVESTMENT MANAGEMENT, LLC
GRANDWAY ASSET MANAGEMENT, INC. | GRANDWAY INVESTMENT MANAGEMENT, LLC

CRD#: 135040 / SEC#:

California
Registered Investment Advisory firm - (9/15/1997 Approved)
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Contact information

Main Address
251 S. Lake Avenue Suite 800, Pasadena, CA 91101
Mailing Address
530 S. Lake Avenue Ste 503, Pasadena, CA 91101
Phone number
(626) 357-1200
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 30,639,574

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRANDWAY INVESTMENT MANAGEMENT, LLC

CRD#: 135040Pasadena, CA 91101

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