Advisor at FortuneNavi Capital Inc.
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.
Firm
FortuneNavi Capital Inc.
Location
Potomac, MD 20854
Credentials
Series 63, Series 65
Industry experience
6 years
Wenhai Tu is an investment advisor at FortuneNavi Capital Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at eFinance / FortuneNavi Capital since 2016, following three years at China Merchants Securities Co. FortuneNavi Capital Inc. provides discretionary investment management and financial planning services primarily to pooled vehicles and institutional clients, including trusts, family offices, and endowments. The firm combines Modern Portfolio Theory with fundamental analysis to construct and manage portfolios, utilizing mutual funds, ETFs, alternative investments, and other securities.
Based on FortuneNavi Capital Inc.
Based on FortuneNavi Capital Inc.
Up to $10,000, negotiable
1.0% annually
9224 Cherbourg Dr.
Potomac, MD 20854
Virginia
eFinance / FortuneNavi Capital
2016 - Present (10 years)
China Merchants Securities Co.
2013 - 2016 (3 years)
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