AUMdb

Nguyen, Thien

State-registered Investment Adviser CRD 342653 · San Jose, CA · www.thetaxvet.com
☆ Save with Pro ADV data as of Aug 23, 2026
Regulatory AUM
—
Discretionary
—
Clients
0
Avg AUM / client
—
Accounts
—
Employees
1

Who they serve

Client typeClientsAUM% of AUM

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Fixed fees
  • • Other fees
  • • SUBSCRIPTION FEE

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Educational seminars/workshops
  • • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 23, 2026.

View current Form ADV (SEC/IAPD) ↗