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Michael T.p. Chang

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC·RANCHO SANTA MARGARITA, California
Clean recordKAIROS INVESTMENT MANAGEMENT COMPANY, LLC
30342 ESPERANZA, RANCHO SANTA MARGARITA, CA 92688-2118CRD# 6027503Firm CRD# 161321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael T.p. Chang · RANCHO SANTA MARGARITA, CA
Registration
CRD #6027503 · KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael T.p. Chang is a registered financial advisor based in RANCHO SANTA MARGARITA, California, affiliated with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
KAIROS
AUM
$989M
Regulatory assets under management
Employees
58
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF CAPITAL INVESTED OR COMMITTED
Regulatory
SEC/IARD CRD# 6027503
Firm CRD# 161321
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael T.p. Chang offer?
Michael T.p. Chang specializes in Retirement Planning. Contact their office in RANCHO SANTA MARGARITA, California for a consultation.
What are Michael T.p. Chang's credentials?
Michael T.p. Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael T.p. Chang located?
Michael T.p. Chang is based in RANCHO SANTA MARGARITA, California, working with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the RANCHO SANTA MARGARITA metropolitan area and surrounding communities.
How does Michael T.p. Chang charge for services?
Michael T.p. Chang's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital invested or committed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIROS INVESTMENT MANAGEMENT COMPANY, LLC?
KAIROS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 58 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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