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Peter T Chang

GREENLAKE INVESTMENT MANAGEMENT LLC·SOUTH PASADENA, California
Unclaimed Profile
1416 EL CENTRO ST #200, SOUTH PASADENA, CA 91030CRD# 2938807Firm CRD# 221528
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About

Peter T Chang is a registered financial advisor based in SOUTH PASADENA, California, affiliated with GREENLAKE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
GREENLAKE ASSET MANAGEMENT LLC
GREENLAKE ASSET MANAGEMENT LLC
AUM
$843M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at GREENLAKE ASSET MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2938807
Firm CRD# 221528
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter T Chang offer?
Peter T Chang specializes in Retirement Planning. Contact their office in SOUTH PASADENA, California for a consultation.
What are Peter T Chang's credentials?
Peter T Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter T Chang located?
Peter T Chang is based in SOUTH PASADENA, California, working with GREENLAKE INVESTMENT MANAGEMENT LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.
How does Peter T Chang charge for services?
Peter T 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 GREENLAKE INVESTMENT MANAGEMENT LLC?
GREENLAKE INVESTMENT MANAGEMENT LLC has approximately 18 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH PASADENA
Paul Diamond — GREENLAKE INVESTMENT MANAGEMENT LLCJon Christopher Lam — NEWBURY CAPITAL MANAGEMENT, LLCStuart Michael Sneddon — NEWBURY CAPITAL MANAGEMENT, LLCAnton Pereiaslavtsev — NEWBURY CAPITAL MANAGEMENT, LLCEdward Barnett — NEWBURY CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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