Eric M. Tang

PORTFOLIO MANAGEMENT TECHNOLOGY

SAN FRANCISCO, CA 94118

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CRD#: 1480348

Professional summary

Eric Mangpui Tang MR., who also goes by Eric Mang Pui Tang, Eric Mangpui Tang, Mang Pui Tang, is a registered financial advisor currently at PORTFOLIO MANAGEMENT TECHNOLOGY located in San Francisco, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 1 firm and has passed the Series 2 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Mang Pui Tang | Eric Mangpui Tang | Mang Pui Tang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FITECH ASSET MANAGEMENT, L.P.; INVESTMENT ADVISOR;4630 GEARY BLVD,#304,SAN FRANCISCO, CA 94118;TITLE: MANAGING MEMBER SINCE JUNE 1999; 20 HOURS PER WEEK 2) FITECH DOMESTIC PARTNERS, LLC.; 4630 GEARY BLVD,#304,SAN FRANCISCO, CA 94118;TITLE: MANAGING MEMBER SINCE JANUARY 2000; 5 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Mangpui Tang MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 1997 - Present

PORTFOLIO MANAGEMENT TECHNOLOGY

Office #1: 4630 Geary Blvd Suite 304, San Francisco, CA 94118

RIA

CRD#: 106135

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO MANAGEMENT TECHNOLOGY

PORTFOLIO MANAGEMENT TECHNOLOGY | TANG ERIC M P INC

CRD#: 106135 / SEC#: 801-52600

RIA

Registered Investment Advisory firm - (8/5/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/8/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 2

Date: 5/23/1996

Non-Member General Securities Examination

General Industry/Product Exam

Series 3

Date: 10/5/1990

National Commodity Futures Examination

Current Firm

PORTFOLIO MANAGEMENT TECHNOLOGY

PORTFOLIO MANAGEMENT TECHNOLOGY | TANG ERIC M P INC

CRD#: 106135 / SEC#: 801-52600

RIA

Registered Investment Advisory firm - (8/5/1996 Approved)

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Contact information

Main Address

4630 Geary Blvd #304, San Francisco, CA 94118

Mailing Address

Phone number

(415) 752-6981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC ADV-II PMT COMPANY BROCHURE DEC 2024 (1/6/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric M. Tang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Mangpui Tang MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO MANAGEMENT TECHNOLOGY

Primary Firm SEC Registration

PORTFOLIO MANAGEMENT TECHNOLOGY

State Registrations and Notice Filings

Exams

Series 2

Date: 5/23/1996

Series 3

Date: 10/5/1990

Current Firm

PORTFOLIO MANAGEMENT TECHNOLOGY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PORTFOLIO MANAGEMENT TECHNOLOGY

TRUST BUT VERIFY

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