Chokshi & Queen Wealth Advisors, Inc.
Chokshi & Queen Wealth Advisors, Inc is a SEC-registered investment adviser based in San Diego, California. Founded by experienced financial advisors, the firm provides comprehensive wealth management, financial planning, investment advisory, tax, business and retirement planning services. As an independent and fiduciary firm, it serves individuals, families, and business clients with a transparent, fee-based approach. The firm has approximately 3 employees and manages over $143 million in assets for clients.
Investment Strategy
Chokshi & Queen Wealth Advisors offers holistic investment management and financial planning. Their strategy focuses on customized asset allocation, comprehensive portfolio analysis, and ongoing risk management. The firm uses a transparent fee-only model, never taking commissions, and has a fiduciary duty to act in clients' best interests. Their services include financial planning, tax strategies, retirement planning, and business asset management, aiming for long-term growth and preservation of wealth through diversified portfolios and disciplined investment processes.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.52% | $44.4M | 66,371 | $591.53 | $669.30 | +$4.0M |
Q QQQ | INVESCO QQQ TR | 19.30% | $36.5M | 60,722 | $513.83 | $600.37 | +$3.4M |
A AAPL | APPLE INC | 12.36% | $23.3M | 91,671 | $248.47 | $254.63 | +$4.1M |
C COST | COSTCO WHSL CORP NEW | 5.62% | $10.6M | 11,463 | $920.01 | $925.63 | -$972.7K |
N NVDA | NVIDIA CORPORATION | 5.12% | $9.7M | 51,848 | $134.29 | $186.58 | -$735.0K |