Chisholm Wealth Management

Chisholm Wealth Management (CRD# 321134) is a financial advisory firm headquartered in , . They manage $24,182,813 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/chisholmwealthmgmt
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $833,890
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Chisholm Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jarrod Sandra, financial advisor Crowley TX
Jarrod G. Sandra
CRD#: 6002210
Crowley, TX

Jarrod Sandra (CRD# 6002210) is an Investment Advisor Representative working at Chisholm Wealth Management in Crowley, TX and has over 11 years 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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