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
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |