Athena Chang
Investment adviser representative at Mclean Asset Management Corp.
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$993.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Mclean Asset Managemen Corp.Jul 2001 to now
- Mclean Asset Management Corp.Jul 2001 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Mclean Asset Management Corp.
Legal name: Mclean Asset Management Corporation
$993.9MAssets managed
512Clients
14Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4792507
- Firm CRD
- 108067