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Eric Tang

28 Years of Experience
San Francisco, CA

Eric Tang is a registered investment advisor at Portfolio Management Technology, based in San Francisco, CA, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Risk profile and performance attribution (MONITOR) — $80,000 per year for up to 5 portfolios or managers, payable quarterly in advance.
  • Customized projects — $8,000 per day for evaluating other investment advisors or analyzing markets and instruments.
One-Time Plan:$8,000 - $80,000
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Location

4630 Geary Blvd, Suite 304, San Francisco, CA, 94118

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Eric is a managing member of Fitech Asset Management, L.P. since 1999, dedicating about half of his time. He also serves as a managing member of Fitech Domestic Partners, LLC since 2000, spending a few hours per week on this activity.

Employment History
Current Registrations
Portfolio Management Technology
July 1997 - Present · 28 yrs 10 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Tang - Financial Advisor | TrueAdvisor