CHEN FINANCIAL GROUP, LLC

CHEN FINANCIAL GROUP, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 133336).

Registration

• CRD: 133336
• Type: Registered investment adviser
• Location: 1600 W. HILLSDALE BLVD, SAN MATEO, CA, 94402
• Phone: 650-631-0600
• Latest filing: 2026-07-13
• Clients: 4

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133336 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search