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2 Embarcadero Center Suite 2310, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-04-14 |
Branch Locations
2 Embarcadero Center Suite 2310, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garwhal, Chan & Williams | San Francisco | CA | 01/1996 | Present |
| Garhwal, Chan & Williams Inc. | San Francisco | CA | 10/2002 | Present |
| Garhwal, Chan & Williams Family Office | San Francisco | CA | 02/2016 | Present |
Ms. Chan is also a co-Founder and Partner of Garhwal, Chan & Williams ("GC&W"), certified public accountants, which provides business management and consulting, accounting, estate planning, and tax preparation services to individuals and business entities. Our investment advisory clients may also be clients of GC&W. Ms. Chan expects to spend approximately 50% of her time working with accounting clients. Ms. Chan is also a co-Founder and Partner of Garhwal, Chan & Williams Family Office. She spends less than 1% of her time in this activity and does not expect that investment advisory clients will also be clients of the family office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-28 |
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