Jen Cheng is a registered investment advisor at Cheng, Jen I, based in Saratoga, CA. Jen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
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Fee Structure
Jen I Cheng provides investment advice for the Cheng Family Trust, consisting of portfolio management and investment oversight. The investments are limited to publicly traded securities, mutual funds, exchange-traded funds (ETFs), and private placement securities, including Delaware Statutory Trusts (DSTs).
Location
Saratoga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cheng, Jen I
State Registrations1 state
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