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Henry hien Phan

Kera Capital Partners

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About Henry hien Phan

Henry-Hien Phan is an investment advisor representative with Kera Capital Partners. Henry-Hien has been in the industry since 2011 and has a Series 65 license. Kera Capital Partners, based in San Jose, CA, offers consulting, selection of other advisors, and portfolio management services.

Firm Information

Henry hien Phan is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

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.

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consulting

Consulting

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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Henry hien Phan’s Registration & Firm History

CA

12/19/2022 - Present

Kera Capital Partners (SAN JOSE CA)

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Licenses & Designations

IA

Issued 01/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry hien Phan.
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