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 41 - 45 of 45 top financial advisors.
41
William J. Wilson
CRD#: 1163633
Cape Coral, FL

William Wilson (CRD# 1163633) is an Investment Advisor Representative working at Churchill Management Group in Cape Coral, FL and has over 19 years of experience in the finance industry.

42
Amy-lynn Yeager
CRD#: 5593977
5900 Wilshire Blvd., Ste. 400, Los Angeles, CA 90036

Amy-lynn Yeager (CRD# 5593977) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 11 years of experience in the finance industry.

43
Moya L. Allen
CRD#: 6519203
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Moya Allen (CRD# 6519203) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 4 years of experience in the finance industry.

44
Janet U. Duong
CRD#: 6123801
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Janet Duong (CRD# 6123801) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 8 years of experience in the finance industry.

45
Sandipa Pardeshi
CRD#: 7113970
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Sandipa Pardeshi (CRD# 7113970) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has 1 year of experience in the finance industry.

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