Chugg Wealth Strategies, LLC
Chugg Wealth Strategies, LLC (CRD# 284215) is a financial advisory firm headquartered in Provo, UT. They manage $32,918,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Chugg Wealth Strategies, LLC
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts55ACCOUNTS
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Average Account Value$598,509
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, UT
Financial Advisors at Chugg Wealth Strategies, LLC
1
Bruce Chugg (CRD# 2721296) is an Investment Advisor Representative working at Chugg Wealth Strategies, LLC in Provo, UT and has over 28 years of experience in the finance industry.
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