Chequers Financial Management LLC

Chequers Financial Management LLC (CRD# 175209) is a financial advisory firm headquartered in San Francisco, CA. They manage $811,985,408 in 1,073 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
434 Jackson Street, Suite A, San Francisco, CA 94111
http://www.chequersfinancial.com
By the Numbers
  • Total Assets Under Management
    812
    MILLION
  • Total Number of Accounts
    1,073
    ACCOUNTS
  • Average Account Value
    $756,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, TX, WA

Financial Advisors at Chequers Financial Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Megan Gorman, financial advisor San Francisco CA
Megan E. Gorman
CRD#: 4663531
434 Jackson Street, Suite A, San Francisco, CA 94111

Megan Gorman (CRD# 4663531) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

2
Edward Kearney, financial advisor Meridian ID
Edward J. Kearney
CRD#: 1851847
3597 East Monarch Sky Lane, Suite F-240, Meridian, ID 83646

Edward Kearney (CRD# 1851847) is an Investment Advisor Representative working at Chequers Financial Management LLC in Meridian, ID and has over 35 years of experience in the finance industry.

3
Reed McCue, financial advisor San Francisco CA
Reed W. McCue
CRD#: 6647876
434 Jackson Street, Suite A, San Francisco, CA 94111

Reed McCue (CRD# 6647876) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

4
Nicole Tanenbaum, financial advisor San Francisco CA
Nicole A. Tanenbaum
CRD#: 6788826
434 Jackson Street, Suite A, San Francisco, CA 94111

Nicole Tanenbaum (CRD# 6788826) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

5
Yukun Wang, financial advisor San Francisco CA
Yukun Wang
CRD#: 7056951
434 Jackson Street, Suite A, San Francisco, CA 94111

Yukun Wang (CRD# 7056951) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Jakob Adams, financial advisor San Francisco CA
Jakob K. Adams
CRD#: 7704743
434 Jackson Street, Suite A, San Francisco, CA 94111

Jakob Adams (CRD# 7704743) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has 1 year of experience in the finance industry.

7
Daniel Huston, financial advisor San Francisco CA
Daniel J. Huston
CRD#: 6969580
434 Jackson Street, Suite A, San Francisco, CA 94111

Daniel Huston (CRD# 6969580) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has 1 year 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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