Chokshi & Queen Wealth Advisors
Firm details
- Headquarters
- San Diego, California
- CRD number
- 313833
- Registered since
- April 26, 2021
- Website
- financialplanningsd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals95.67%
- Pension & Profit Sharing Plans4.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chokshi & Queen Wealth Advisors is an independent, SEC-registered registered investment adviser organized as a corporation and owned by individuals. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, placing client capital with external managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. The firm charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents13%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Nimai Chokshi
CEOCRD 4804722
Contacts
3 of 3
Jennifer Queen
Financial AdvisorCRD 5078304
Stephen Solomon
Financial AdvisorCRD 2413923
Nitai Chokshi
Investment Adviser RepresentativeCRD 8061756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$130M in ETFs
98%
$127M
2%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.3M | 71,121 | 40.92% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 4510 Executive Dr
- Time zone
- PT (UTC-8)
- Office locations
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