Alan K. Chuang

CFA · CFP

21 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management

Advisory Services Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

232 advisors

Number of Clients

11,852 clients

Average Client Portfolio

$727K average

Assets Under Management

$8.6B

Fee Structure

Minimum Investment:$25K

Location

Pasadena, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alan owns rental real estate property since 2015, which is not investment-related. This activity requires minimal time.

Employment History

Current Registrations

Advisory Services Network

February 2014 - Present · 12 yrs

Previous Registrations

Pillar Pacific Capital Management LLC

November 2007 - January 2014 · 6 yrs 2 mos

Pacwest Financial Management INC

November 2006 - November 2007 · 1 yr

Twotalents Capital Management,inc.

November 2004 - September 2008 · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.