Chong Kam
Chong Kam is a ChFC-designated registered investment advisor at Citigroup Global Markets INC., based in San Francisco, CA, with 20 years of industry experience. Chong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Retail Banking, 3251 20th Ave, Ste #OP190, San Francisco, CA, 94132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chong owns rental properties and a limited partnership called Fortune Glory, which manages and maintains his rental properties. He spends minimal time on Fortune Glory.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations15 states
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