Chatterton & Associates
Chatterton & Associates (CRD# 132295) is a financial advisory firm headquartered in Anaheim, CA. They manage $1,054,329,820 in 2,750 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,054MILLION
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Total Number of Accounts2,750ACCOUNTS
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Average Account Value$383,393
- A percentage of assets under your management
- Commissions
- 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
AZ, CA, FL, GA, ID, NV, OR, TN, TX, UT
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.
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.
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.
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.