Unclaimed Profile

Ashley Chang

ROUND TABLE CAPITAL MANAGEMENT, LP·MIAMI, Florida

Clean recordROUND TABLE CAPITAL MANAGEMENT, LP

120 NW 25TH STREET, MIAMI, FL 33127CRD# 5843805Firm CRD# 307065

Profile Verification

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

Identity

Ashley Chang · MIAMI, FL

Registration

CRD #5843805 · ROUND TABLE CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ashley Chang is a registered financial advisor based in MIAMI, Florida, affiliated with ROUND TABLE CAPITAL MANAGEMENT, LP. 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

ROUND TABLE CAPITAL MANAGEMENT, L.P.

RTC PARTNERS

AUM

$212M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUND TABLE CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5843805

Firm CRD# 307065

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ashley Chang offer?

Ashley Chang specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Ashley Chang's credentials?

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

Where is Ashley Chang located?

Ashley Chang is based in MIAMI, Florida, working with ROUND TABLE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Ashley Chang charge for services?

Ashley 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 ROUND TABLE CAPITAL MANAGEMENT, LP?

ROUND TABLE CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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