Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alphonse? Claim Your ProfileAlphonse Ignatius Chan is an investment advisor representative at Silvercrest Asset Management Group LLC. Alphonse has been in the industry since 1994. Alphonse is registered as an investment advisor in California and Texas and has a Series 65 and 63 license. Alphonse's specialties include portfolio management, financial planning, and selection of other advisors. Alphonse is a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/02/2020 - Present
Silvercrest Asset Management Group LLC (La Jolla CA)
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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