Chessman Wealth Strategies
Chessman Wealth Strategies (CRD# 155171) is a financial advisory firm headquartered in Dallas, TX. They manage $180,274,118 in 1,112 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management180MILLION
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Total Number of Accounts1,112ACCOUNTS
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Average Account Value$162,117
Compensation Options
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Chessman Wealth Strategies
No Advisor Found.
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