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Joyce Cheng

McGowan Group Asset Management, Inc.

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About Joyce Cheng

Joyce Cheng is an Investment Advisor Representative at McGowan Group Asset Management, Inc. Joyce is registered to provide investment advisory services in Texas. Joyce has over 8 years of experience in the financial services industry. Joyce is also licensed in Texas. The firm's main office is located in Dallas, Texas.

Firm Information

Joyce Cheng is currently registered with McGowan Group Asset Management, Inc.. McGowan Group Asset Management, Inc. is a Dallas, Texas-based investment advisory firm with approximately $837.5 million in assets under management. The firm primarily provides portfolio management for individuals and high-net-worth individuals. Their client base also includes corporations, charitable organizations, and pension plans. The firm has a wrap fee program available to clients.
McGowan Group Asset Management, Inc.

300 CRESCENT COURT

DALLAS, TX 75201

$837.52M

Assets Under Management

Not reported

Total Clients

8

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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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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percentage of assets

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

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Joyce Cheng’s Registration & Firm History

TX

05/06/2022 - Present

McGowan Group Asset Management, Inc. (DALLAS TX)

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Licenses & Designations

IA

Issued 05/06/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joyce Cheng.
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