Michael Cheung is a registered investment advisor at Dishmi Capital, LLC, based in West Lake Hills, TX, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
West Lake Hills, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a managing member of S3 Ventures, LLC, a holding company for angel investments, and TVC 657 Natoma, LLC, a holding company for a real estate property. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Dishmi Capital, LLC
Caerus Investment Advisors, LLC
Previous Registrations
Credit Suisse Securities (USA) LLC
State Registrations2 states
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