Overview
Assets Under Management: $168 million
Headquarters: SANTA CRUZ, CA
High-Net-Worth Clients: 71
Average Client Assets: $2.1 million
Frequently Asked Questions
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142879), CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT is headquartered in SANTA CRUZ, CA.
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT serves 71 high-net-worth clients according to their SEC filing dated April 12, 2018. View client details ↓
According to their SEC Form ADV, CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT manages $168 million in client assets according to their SEC filing dated April 12, 2018.
According to their SEC Form ADV, CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.20%
Average Client Assets: $2.1 million
Total Client Accounts: 420
Discretionary Accounts: 336
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 142879
Filing ID: 1208966
Last Filing Date: 2018-04-12 14:23:00