Assets Under Management
$72.3M
Number of Clients
403
Number of Advisors
3
Average Client AUM
$180K
AUM per Advisor
$24.1M
Compensation
Fee-Only (AUM)
Albert Chen is an Investment Adviser Representative with Course Management Investment Advisors, LLC. He has a background in finance and management and holds the CFP® designation. He is also co-owner of a commercial real estate portfolio.
5 Dowd Cir, Suite B, Pinehurst, NC, 28374