Challenger Wealth Management

Challenger Wealth Management (CRD# 121498) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $177,265,001 in 321 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
6b Liberty, #140, Aliso Viejo, CA 92656
https://www.linkedin.com/in/nancy-challenger-32a2b614
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $552,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, MI, MO, NC, NY, OR, TX, WA

Financial Advisors at Challenger Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nancy Challenger, financial advisor Aliso Viejo CA
Nancy H. Challenger
CRD#: 1377977
6b Liberty, #140, Aliso Viejo, CA 92656

Nancy Challenger (CRD# 1377977) is an Investment Advisor Representative working at Challenger Wealth Management in Aliso Viejo, CA and has over 38 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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