Christopher
Chang
Factor Investing Group
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About this Advisor
Christopher Chang is a financial advisor based in Traverse City, Michigan, working with Factor Investing Group. Christopher has previously held positions at Fifth Third Securities, Old Mission Investment Company, LLC, and Melfa Wealth Management, Inc. Christopher has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Christopher is part of Factor Investing Group, which operates out of Traverse City, Michigan. The firm has 3 offices and 5 employees. The firm manages assets totaling $228.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Factor Investing Group includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Factor Investing Group Brokerage Details
$228,000,000
5
732
$311,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Chang Work History
Melfa Wealth Management, Inc
Old Mission Investment Company, LLC
Fifth Third Securities
Disclosures
Please visit the SEC profile of Christopher 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 Factor Investing Group
Traverse City, MI
Traverse City, MI
Westborough, MA
Newport, RI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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