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Fan Feng

American Fundstars

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About Fan Feng

Fan Feng is a financial advisor with American Fundstars. Fan Feng is registered with the state of California, and their firm is based in Newport Beach. American Fundstars manages over $276 million in assets and provides portfolio management services for individuals, businesses, and pooled investment vehicles.

Firm Information

Fan Feng 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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Fan Feng’s Registration & Firm History

CA

09/10/2021 - Present

American Fundstars (Newport Beach CA)

CA

05/25/2017 - 07/09/2021

MORGAN STANLEY (IRVINE CA)

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Licenses & Designations

BC

Issued 01/18/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 05/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Fan Feng. Review regulatory record here.
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