Unclaimed Profile

Steven Chiaray Chang

CLEARLAKE CAPITAL GROUP, L.P.·SANTA MONICA, California

Clean recordCLEARLAKE CAPITAL GROUP, L.P.

233 WILSHIRE BLVD, SANTA MONICA, CA 90401CRD# 2648097Firm CRD# 157920

Profile Verification

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

Identity

Steven Chiaray Chang · SANTA MONICA, CA

Registration

CRD #2648097 · CLEARLAKE CAPITAL GROUP, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Chiaray Chang is a registered financial advisor based in SANTA MONICA, California, affiliated with CLEARLAKE CAPITAL GROUP, L.P.. 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

CLEARLAKE CAPITAL GROUP, L.P.

AUM

$63.0B

Regulatory assets under management

Employees

114

Total firm employees

View all advisors at CLEARLAKE CAPITAL GROUP, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2648097

Firm CRD# 157920

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Chiaray Chang offer?

Steven Chiaray Chang specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.

What are Steven Chiaray Chang's credentials?

Steven Chiaray Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Chiaray Chang located?

Steven Chiaray Chang is based in SANTA MONICA, California, working with CLEARLAKE CAPITAL GROUP, L.P.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Steven Chiaray Chang charge for services?

Steven Chiaray 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 CLEARLAKE CAPITAL GROUP, L.P.?

CLEARLAKE CAPITAL GROUP, L.P. has approximately 114 employees and manages $63.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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