John Lui
Advisor at Chatham Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Chatham Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chatham, NJ 07928
Credentials
Series 65
Industry experience
18 years
John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.
Based on Chatham Wealth Management
$0 - $2,500,000: 1.00% annually $2,500,000+: 0.60% annually
Account minimum: $500,000
10 Townsquare, Suite 100
Chatham, NJ 07928
New Jersey
Alpha Solutions Investment Advisors
2011 - Present (15 years)
Chatham Wealth Management
2010 - Present (16 years)
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