Steven Chang is a registered investment advisor at Kensington Asset Management, LLC, based in Austin, TX, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
901 S. Mopac Expy, Suite 225, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Managing Director and Supervisory Principal at Xtollo Investment Partners, LLC, and CCO at Kensington Asset Management, LLC, dedicating a significant amount of time to both roles. He also owns rental property, but is not involved in the daily management.
Employment History
Current Registrations
Kensington Asset Management, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
M Financial Securities Marketing, INC.Broker
M Financial Securities Marketing, INC.Broker
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Skb SecuritiesBroker
MML Investors Services, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations52 states
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