Chalk Creek Partners, LLC

Chalk Creek Partners, LLC (CRD# 305270) is a financial advisory firm headquartered in , . They manage $16,000,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/carlisle-wysong-845459164/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $457,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Chalk Creek Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlisle Wysong, financial advisor Fort Worth TX
Carlisle C. Wysong
CRD#: 2409895
Fort Worth, TX

Carlisle Wysong (CRD# 2409895) is an Investment Advisor Representative working at Chalk Creek Partners, LLC in Fort Worth, TX and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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