Cliveden Capital Management, LLC

Cliveden Capital Management, LLC (CRD# 168725) is a financial advisory firm headquartered in , . They manage $59,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $3,933,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Cliveden Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Chew, financial advisor Jamul CA
Brian L. Chew
CRD#: 6128770
Jamul, CA

Brian Chew (CRD# 6128770) is an Investment Advisor Representative working at Cliveden Capital Management, LLC in Jamul, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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