GX
Guofeng Xu
FENGCAPITAL LLC
Arcadia, CA
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CRD#: 6447911
GX
Professional summary
Guofeng Xu is a registered financial advisor currently at FENGCAPITAL LLC located in Arcadia, California.
Guofeng is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Guofeng has worked at 1 firm and has passed the Series 65 exam.
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.
1. Name of the Other Business: PasacaCapital Inc. 2. Whether the Business is Investment-Related: Yes 3. Address of the Other Business: 800 E Colorado Blvd Ste 900 Pasadena CA 91101 4. Nature of the Other Business: PasacaCapital Inc. is a family office. 5. Your Position, Title, or Relationship with the Other Business: Head of Research 6. Start Date of Your Relationship: April 2023 7. Approximate Number of Hours/Month Devoted to the Other Business: Approximately 90% of my time 8. Number of Hours Devoted to the Other Business During Securities Trading Hours: 90% 9. Brief Description of Your Duties Relating to the Other Business: I evaluate investment projects for PasacaCapital Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Guofeng Xu'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®
NoneExperience
Current
March 10, 2015 - Present
FENGCAPITAL LLC
RIA
CRD#: 174871
Arcadia, 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(3/10/2015)
Current Firm
FL
FENGCAPITAL LLC
FENGCAPITAL LLC
CRD#: 174871 / SEC#:
California
Registered Investment Advisory firm - (3/10/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arcadia, CA
Mailing Address
Phone number
(434) 996-2041
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 472,560 |
Red Flags
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