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Stephen Yu chung Fung

Saratoga Research & Investment Management

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About Stephen Yu chung Fung

Stephen Fung is a Registered Investment Advisor with Saratoga Research & Investment Management, a registered investment advisor firm located in Saratoga, CA. Stephen has been with Saratoga Research & Investment Management since January 2006 and has been active in the industry for several years. Stephen has passed the Uniform Investment Adviser Law Examination. Stephen provides financial planning services as well as portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Stephen Fung is currently registered with Saratoga Research & Investment Management. Saratoga Research & Investment Management is an investment advisor registered with the SEC and located in Saratoga, CA. The firm manages over $2.7 billion in assets and offers a range of investment services, including portfolio management for individuals, investment companies, and pooled investment vehicles. They also provide financial planning and securities research. The firm primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans. They also serve investment companies, charitable organizations, and individuals other than high-net-worth individuals. The firm participates in wrap fee programs.
Saratoga Research & Investment Management

14471 BIG BASIN WAY, SUITE E

SARATOGA, CA 95070

$2.74B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research

Securities research

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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Stephen Fung’s Registration & Firm History

CA

04/01/2010 - Present

Saratoga Research & Investment Management (SARATOGA CA)

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Licenses & Designations

IA

Issued 09/03/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Yu chung Fung.
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