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Dan Wang

American Fundstars

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About Dan Wang

Dan Wang is a registered representative with American Fundstars in Newport Beach, CA. Dan has been in the financial services industry since 2017 and holds the Series 6, Series 7TO, and Series 63 licenses. Dan has experience working with high net worth individuals and pooled investment vehicles. American Fundstars is a registered investment advisor with a focus on portfolio management. They manage a variety of investment products, including individual and pooled investment accounts. Dan is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Dan Wang is currently registered with American Fundstars. American Fundstars is a Limited Liability Company formed in June 2021 headquartered in Newport Beach, CA. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. With a focus on high net worth individuals, the firm manages approximately $276 million in assets for 365 clients. Their services include selection of other advisors and portfolio management for businesses and pooled investment vehicles.
American Fundstars

4695 MACARTHUR COURT

NEWPORT BEACH, CA 92660

$276.61M

Assets Under Management

Not reported

Total Clients

20

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dan Wang’s Registration & Firm History

CA

05/03/2024 - Present

American Fundstars (NEWPORT BEACH CA)

CA

07/24/2017 - 01/13/2023

J.P. MORGAN SECURITIES LLC (IRVINE CA)

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Licenses & Designations

BC

Issued 08/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dan Wang.
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