Yuyen ChangCRD Number: 5548963
Current Firm: Halbert Hargrove
Yuyen Chang (CRD# 5548963) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Halbert Hargrove||Long Beach, CA||Aug 2015 - Current||2|
|Gps Capital Management, LLC||San Ramon, CA||Feb 2014 - Aug 2015||1|
|Wealth Design||Campbell, CA||Mar 2013 - Jan 2014||< 1|
|Provident Funding||San Bruno, CA||Jul 2009 - Feb 2013||3|
|Uc Berkeley||Berkeley, CA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management2,333MILLIONS
Total Number of Accounts3,279ACCOUNTS
Average Account Value$711,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA
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