Anita So Chan
Investment adviser representative at Garhwal, Chan & Williams Inc.
30 yearsExperience
1 stateRegistered in
$133.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Garhwal, Chan & Williams Family OfficeFeb 2016 to now
- Garhwal, Chan & Williams Inc.Oct 2002 to now
- Garwhal, Chan & WilliamsJan 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Garhwal, Chan & Williams Inc.
$133.6MAssets managed
28Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4636551
- Firm CRD
- 125484