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Shun yang Wang

Cain, Watters & Associates, LLC

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About Shun yang Wang

Shun yang Wang is an Investment Advisor Representative with Cain, Watters & Associates, LLC in Frisco, Texas. Shun yang Wang is registered to provide investment advisory services in Texas. Shun yang Wang has been in the financial services industry since December 2013 and previously worked for Baco Group and the University of Texas at Dallas. Shun yang Wang specializes in financial planning, portfolio management for individuals, and educational seminars. Cain, Watters & Associates, LLC provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, and other investors. The firm specializes in financial planning, portfolio management, and investment management services.

Firm Information

Shun yang Wang is currently registered with Cain, Watters & Associates, LLC. Cain, Watters & Associates, LLC is an investment advisor based in FRISCO, TX. The firm offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They manage approximately $3.54 billion in assets for 9,075 clients, including high-net-worth individuals, individuals other than high-net-worth, and trustees for pension plans. The firm also participates in wrap fee programs.
Cain, Watters & Associates, LLC

17 COWBOYS WAY, SUITE 300

FRISCO, TX 75034

$3.54B

Assets Under Management

750

Total Clients

67

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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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 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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Shun yang Wang’s Registration & Firm History

TX

07/24/2024 - Present

Cain, Watters & Associates, LLC (FRISCO TX)

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Licenses & Designations

IA

Issued 07/23/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shun yang Wang.
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