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).
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Total Assets Under Management812MILLION
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Total Number of Accounts1,073ACCOUNTS
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Average Account Value$756,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, NJ, NY, TX, WA
Eliot Bares (CRD# 6562195) 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.
Clifford Cheng (CRD# 6604451) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
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.
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.
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.
Mark Powell (CRD# 2856802) is an Investment Advisor Representative working at Chequers Financial Management LLC in Laguna Beach, CA and has over 8 years of experience in the finance industry.
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.
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.
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.
Jeremy Bernhardt (CRD# 7139300) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 2 years of experience in the finance industry.