Chamberlain Financial Planning & Wealth Management
Chamberlain Financial Planning & Wealth Management (CRD# 142879) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $320,994,000 in 169 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Chamberlain Financial Planning & Wealth Management
By the Numbers
-
Total Assets Under Management321MILLION
-
Total Number of Accounts169ACCOUNTS
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Average Account Value$1,899,373
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Chamberlain Financial Planning & Wealth Management
No Advisor Found.
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