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Dean Kao Chang

CALMWATER ASSET MANAGEMENT, LLC·EL SEGUNDO, California
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507 S DOUGLAS ST, 2ND FLOOR, EL SEGUNDO, CA 90245CRD# 6610421Firm CRD# 282617
01

About

Dean Kao Chang is a registered financial advisor based in EL SEGUNDO, California, affiliated with CALMWATER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALMWATER ASSET MANAGEMENT, LLC
CALMWATER CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CALMWATER ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6610421
Firm CRD# 282617
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dean Kao Chang offer?
Dean Kao Chang specializes in Retirement Planning. Contact their office in EL SEGUNDO, California for a consultation.
What are Dean Kao Chang's credentials?
Dean Kao Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Kao Chang located?
Dean Kao Chang is based in EL SEGUNDO, California, working with CALMWATER ASSET MANAGEMENT, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Dean Kao Chang charge for services?
Dean Kao Chang's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALMWATER ASSET MANAGEMENT, LLC?
CALMWATER ASSET MANAGEMENT, LLC has approximately 14 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CALMWATER ASSET MANAGEMENT, LLC

David Andrew Cohen
EL SEGUNDO, CA
David Matthew Traversi
LOS ANGELES, CA
Larry William Grantham
EL SEGUNDO, CA
Mark Hiroichi Sato
EL SEGUNDO, CA
Matthew Benjamin Schwab
LOS ANGELES, CA

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Research
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