Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 26
Average Client Assets: $4.7 million
Frequently Asked Questions
CHAMBERS WEALTH ADVISORY 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 #298228), CHAMBERS WEALTH ADVISORY is subject to fiduciary duty under federal law.
CHAMBERS WEALTH ADVISORY serves 26 high-net-worth clients according to their SEC filing dated July 25, 2018. View client details ↓
According to their SEC Form ADV, CHAMBERS WEALTH ADVISORY offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHAMBERS WEALTH ADVISORY manages $127 million in client assets according to their SEC filing dated July 25, 2018.
According to their SEC Form ADV, CHAMBERS WEALTH ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.04%
Average Client Assets: $4.7 million
Total Client Accounts: 35
Discretionary Accounts: 32
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 298228
Filing ID: 1230595
Last Filing Date: 2018-07-25 14:13:00