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Grace Wun Chen

TrusteeAuspicious Financial Planning, LLCCRD 6298293

About Grace Wun Chen

Grace Wun Chen is listed as Trustee at Auspicious Financial Planning, LLC in San Ramon, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Auspicious Financial Planning, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Grace Wun Chen work?

Grace Wun Chen is listed as Trustee at Auspicious Financial Planning, LLC on SEC Form ADV.

How much of Auspicious Financial Planning, LLC does Grace Wun Chen own?

Form ADV reports a beneficial ownership band of 50-75%.

Auspicious Financial Planning, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2007
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