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 31 - 40 of 40 top financial advisors.
31
Donald Z. Richner
CRD#: 1844476
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Donald Richner (CRD# 1844476) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 35 years of experience in the finance industry.

32
John B. Rodgers
CRD#: 2969404
Spring City, TN

John Rodgers (CRD# 2969404) is an Investment Advisor Representative working at Churchill Management Group in Spring City, TN and has over 25 years of experience in the finance industry.

33
Emmanuel Romasanta
CRD#: 2873302
4 Embarcadero Center, Suite 1400, San Francisco, CA 94111

Emmanuel Romasanta (CRD# 2873302) is an Investment Advisor Representative working at Churchill Management Group in San Francisco, CA and has over 19 years of experience in the finance industry.

34
David K. Tse
CRD#: 4846559
5900 Wilshire Blvd., Ste. 400, Los Angeles, CA 90036

David Tse (CRD# 4846559) 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.

35
Bryan J. Turnbow
CRD#: 3080094
Long Beach, CA

Bryan Turnbow (CRD# 3080094) is an Investment Advisor Representative working at Churchill Management Group in Long Beach, CA and has over 25 years of experience in the finance industry.

36
Stephen M. Tyrrell
CRD#: 2009566
1220 Main Street, Suite 407, Vancouver, WA 98660

Stephen Tyrrell (CRD# 2009566) is an Investment Advisor Representative working at Churchill Management Group in Vancouver, WA and has over 32 years of experience in the finance industry.

37
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 14 years of experience in the finance industry.

38
Moya L. Allen
CRD#: 6519203
Oakland, CA

Moya Allen (CRD# 6519203) is an Investment Advisor Representative working at Churchill Management Group in Oakland, CA and has over 7 years of experience in the finance industry.

39
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 11 years of experience in the finance industry.

40
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 over 4 years of experience in the finance industry.

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