Ka Chan is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 25 years of industry experience. Ka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Antonio, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Capital Client Group, INC.
Previous Registrations
American Beacon Advisors, INC.
Foreside Fund Services, LLCBroker
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.