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Andy Bob Chong

Highline Wealth Partners

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About Andy Bob Chong

Andy Chong is a financial advisor with Highline Wealth Partners. Andy has been in the industry since 1999, and is currently registered with the state of California. Andy specializes in providing financial planning, pension consulting, and educational seminars. Andy is also a Chartered Financial Analyst (CFA).

Firm Information

Andy Chong is currently registered with Highline Wealth Partners. Highline Wealth Partners is an investment advisory firm located in Sherman Oaks, CA. With a team of 18 professionals, they provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They manage approximately $493.7 million in assets for 726 clients.
Highline Wealth Partners

15260 VENTURA BLVD., SUITE 855

SHERMAN OAKS, CA 91403

$493.67M

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andy Chong’s Registration & Firm History

CA

09/23/2020 - Present

Highline Wealth Partners (SHERMAN OAKS CA)

CA

01/11/2005 - 10/02/2007

PHOENIX EQUITY PLANNING CORPORATION (LOS ANGELES CA)

CA

10/01/1999 - 08/14/2002

CURREN & COMPANY (IRVINE CA)

MN

01/01/1999 - 03/19/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 01/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/28/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andy Bob Chong.
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