Unclaimed Profile

Felix Ming-Chang Lo

GOLDEN GATE PRIVATE EQUITY INC.·SAN FRANCISCO, California

Clean recordGOLDEN GATE PRIVATE EQUITY INC.

ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111-3735CRD# 6932584Firm CRD# 157379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Felix Ming-Chang Lo · SAN FRANCISCO, CA

Registration

CRD #6932584 · GOLDEN GATE PRIVATE EQUITY INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Felix Ming-Chang Lo is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GOLDEN GATE PRIVATE EQUITY INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GOLDEN GATE PRIVATE EQUITY INC.

GOLDEN GATE CAPITAL

AUM

$10.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOLDEN GATE PRIVATE EQUITY INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: INCENTIVE ALLOCATION

Regulatory

SEC/IARD CRD# 6932584

Firm CRD# 157379

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Felix Ming-Chang Lo offer?

Felix Ming-Chang Lo specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Felix Ming-Chang Lo's credentials?

Felix Ming-Chang Lo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Felix Ming-Chang Lo located?

Felix Ming-Chang Lo is based in SAN FRANCISCO, California, working with GOLDEN GATE PRIVATE EQUITY INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Felix Ming-Chang Lo charge for services?

Felix Ming-Chang Lo's firm is compensated through percentage of aum, other: incentive allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN GATE PRIVATE EQUITY INC.?

GOLDEN GATE PRIVATE EQUITY INC. has approximately 95 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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