Chan, Arden

Overview

Chan, Arden is organized as a sole proprietorship with an individual owner and is classified in the data as unclassified. The firm’s stated advisory activity is financial planning services rather than a broader wealth-management platform; its published fee model is hourly charges plus other unspecified fees. The firm is not registered as a multi-state adviser and is identified as neither newly formed nor a pension consultant. It is not flagged as an active ESG investor. The snapshot also notes “Capital Allocator: No,” which suggests Chan, Arden does not operate pooled investment vehicles or act as a manager that raises and deploys client capital into proprietary funds. Instead the firm appears to operate as a planning-focused adviser that directs clients to external investment products when appropriate.

Investments & Alternatives

Location & Offices