Chatterton & Associates

Chatterton & Associates (CRD# 132295) is a financial advisory firm headquartered in Anaheim, CA. They manage $943,713,313 in 2,705 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    944
    MILLION
  • Total Number of Accounts
    2,705
    ACCOUNTS
  • Average Account Value
    $348,877
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, ID, NV, OR, TN, TX, UT

Financial Advisors at Chatterton & Associates
Showing 1 - 4 of 4 top financial advisors.
1
Robert D. Chatterton
CRD#: 2572846
3061 E. La Palma Ave., Anaheim, CA 92806

Robert Chatterton (CRD# 2572846) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 29 years of experience in the finance industry.

2
Eric Y. Oh
CRD#: 5488041
3061 E. La Palma Ave., Anaheim, CA 92806

Eric Oh (CRD# 5488041) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 15 years of experience in the finance industry.

3
Kyle P. Schneider
CRD#: 2931740
3061 E. La Palma Ave., Anaheim, CA 92806

Kyle Schneider (CRD# 2931740) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 26 years of experience in the finance industry.

4
Arrash B. Zare
CRD#: 6597940
3061 E. La Palma Ave., Anaheim, CA 92806

Arrash Zare (CRD# 6597940) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 7 years of experience in the finance industry.

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