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Xinyu Chen

Gaoan Capital Management LLC

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About Xinyu Chen

Xinyu Chen is an Investment Advisor Representative associated with Gaoan Capital Management LLC. Xinyu is registered with the state of California and has been in the industry since 2010. Xinyu Chen has a Series 65 license and is registered with the state of California.

Firm Information

Xinyu Chen is currently registered with Gaoan Capital Management LLC. Gaoan Capital Management LLC is an investment advisor based in the United States. The firm manages approximately $4,100,000 in assets for 1 client, primarily consisting of pooled investment vehicles. The firm's services include portfolio management for pooled investment vehicles.

$4.10M

Assets Under Management

Not reported

Total Clients

2

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Xinyu Chen’s Registration & Firm History

CA

10/13/2021 - Present

Gaoan Capital Management LLC (Atherton CA)

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Licenses & Designations

IA

Issued 02/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Xinyu Chen.
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