CC
Claire Cheng
VALUETECH PRIVATE ADVISORS
Pomona, CA 91768
CRD#: 8044909
Some features on this profile are disabled
CC
Claire ChengVALUETECH PRIVATE ADVISORS
Professional summary
Claire Cheng is a registered financial advisor currently at VALUETECH PRIVATE ADVISORS located in Pomona, California.
Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Claire has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Claire Cheng'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
February 18, 2025 - Present
VALUETECH PRIVATE ADVISORS
Office #1: 3191 W Temple Ave, #125, Pomona, CA 91768RIA
CRD#: 311165
Pomona, 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(2/18/2025)
Exams
Current Firm
VP
VALUETECH PRIVATE ADVISORS
VALUETECH ADVISORS | VALUETECH PRIVATE ADVISORS LLC | VALUETECH PRIVATE ADVISORS
CRD#: 311165 / SEC#:
California
Registered Investment Advisory firm - (11/20/2020 Approved)Loading...
Contact information
Main Address
1370 Valley Vista Dr Suite 200, Diamond Bar, CA 91765
Mailing Address
4200 Chino Hills Pkwy, Ste 135-186, Chino Hills, CA 91709
Phone number
(323) 600-4931
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 21,423,174 |
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.
