Churchill Management Group

Churchill Management Group (CRD# 109651) is a financial advisory firm headquartered in Los Angeles, CA. They manage $8,236,934,723 in 19,450 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,237
    MILLION
  • Total Number of Accounts
    19,450
    ACCOUNTS
  • Average Account Value
    $423,493
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 40 top financial advisors.
11
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 26 years of experience in the finance industry.

12
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 22 years of experience in the finance industry.

13
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 11 years of experience in the finance industry.

14
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 37 years of experience in the finance industry.

15
Michael J. Glozer
CRD#: 2490170
Leesburg, VA

Michael Glozer (CRD# 2490170) is an Investment Advisor Representative working at Churchill Management Group in Leesburg, VA and has over 27 years of experience in the finance industry.

16
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 34 years of experience in the finance industry.

17
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 18 years of experience in the finance industry.

18
Ali Kavianian
CRD#: 5507310
Beaverton, OR

Ali Kavianian (CRD# 5507310) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 15 years of experience in the finance industry.

19
Joshua R. Lawson
CRD#: 6098192
Phoenix, AZ

Joshua Lawson (CRD# 6098192) is an Investment Advisor Representative working at Churchill Management Group in Phoenix, AZ and has over 11 years of experience in the finance industry.

20
Edward L. Levy
CRD#: 4792736
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Edward Levy (CRD# 4792736) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 19 years of experience in the finance industry.

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