Churchill Management Group

Churchill Management Group (CRD# 109651) is a financial advisory firm headquartered in Los Angeles, CA. They manage $6,566,607,331 in 17,431 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,567
    MILLION
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Churchill Management Group
Showing 11 - 20 of 45 top financial advisors.
11
Nicholas J. Dewsnap
CRD#: 4961501
Waukesha, WI

Nicholas Dewsnap (CRD# 4961501) is an Investment Advisor Representative working at Churchill Management Group in Waukesha, WI and has over 15 years of experience in the finance industry.

12
Fred A. Fern
CRD#: 4384578
5900 Wilshire Blvd. #400, Los Angeles, CA 90036

Fred Fern (CRD# 4384578) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has 1 year of experience in the finance industry.

13
Theodore L. Fern
CRD#: 2940154
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Theodore Fern (CRD# 2940154) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 23 years of experience in the finance industry.

14
Walter M. Flynn
CRD#: 4426052
4660 Slater Road, Suite 220, Eagan, MN 55122

Walter Flynn (CRD# 4426052) is an Investment Advisor Representative working at Churchill Management Group in Eagan, MN and has over 19 years of experience in the finance industry.

15
Ryan A. Formanek
CRD#: 5451171
Tracy, CA

Ryan Formanek (CRD# 5451171) is an Investment Advisor Representative working at Churchill Management Group in Tracy, CA and has over 8 years of experience in the finance industry.

16
Michael L. Friedman
CRD#: 1507848
19200 Von Karman Ave. Suite 400, Irvine, CA 92612

Michael Friedman (CRD# 1507848) is an Investment Advisor Representative working at Churchill Management Group in Irvine, CA and has over 35 years of experience in the finance industry.

17
Michael J. Glozer
CRD#: 2490170
Lessburg, VA

Michael Glozer (CRD# 2490170) is an Investment Advisor Representative working at Churchill Management Group in Lessburg, VA and has over 24 years of experience in the finance industry.

18
Eileen A. Holmes
CRD#: 2049765
5900 Wilshire Blvd., Ste. 400, Los Angeles, CA 90036

Eileen Holmes (CRD# 2049765) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 31 years of experience in the finance industry.

19
Chase D. Hughes
CRD#: 5972641
Dallas, TX

Chase Hughes (CRD# 5972641) is an Investment Advisor Representative working at Churchill Management Group in Dallas, TX and has over 9 years of experience in the finance industry. Chase Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

20
Randy G. Ickler
CRD#: 5074772
Wahoo, NE

Randy Ickler (CRD# 5074772) is an Investment Advisor Representative working at Churchill Management Group in Wahoo, NE and has over 15 years of experience in the finance industry.

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