Yuyen
Chang
Kayne Anderson Rudnick Investment Management, LLC
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About this Advisor
Yuyen Chang is a certified financial planner and chartered financial analyst working in Los Angeles, California with 2 years of relevant experience. Chang works at Kayne Anderson Rudnick Investment Management, LLC. Over the course of their career, Chang has held roles at Gps Capital Management, LLC, Wealth Design, Halbert Hargrove, Creative Planning and Kayne Anderson Rudnick Investment Management, LLC. Chang holds a Series 65 license, designating them as an investment advisor representative, and can operate in California and Washington. Kayne Anderson Rudnick Investment Management, LLC is a financial advisory business based in Los Angeles, CA. The company has offices in 16 locations and a total of 114 employees. It has $34 billion in assets under management between its 26,684 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 26,684 client accounts, 56% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees usually vary depending on which service is offered. However, fees charged by Kayne Anderson Rudnick Investment Management, LLC can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$33,531,267,174
114
26,684
$1,256,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Yuyen Chang Work History
Yuyen has been registered as a financial advisor for 2 years.*
Kayne Anderson Rudnick Investment Management, LLC
Creative Planning
Halbert Hargrove
Gps Capital Management, LLC
Wealth Design
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yuyen Chang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.