Course Management Investment Advisors, LLC
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)
About This Firm
Albert Chen is an Investment Adviser Representative at Course Management Investment Advisors, LLC. He has a BA in Finance and Management and is a Certified Financial Planner (CFP®). He has experience with LPL Financial, Householder Group, Merrill Lynch, and Mutual of Omaha.
Fee Structure
This brochure provides information about Albert Chen, who is associated with Course Management Investment Advisors, LLC. The brochure does not contain any fee information. Contact Albert Chen or Course Management Investment Advisors, LLC for fee details.
Areas of Practice
Investment Management
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Location
5 Dowd Cir, Suite B, Pinehurst, NC, 28374