Overview
Assets Under Management: $390 million
Headquarters: LYNNWOOD, WA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,139
Discretionary Accounts: 1,139
Regulatory Filings
CRD Number: 116511
Last Filing Date: 2025-01-09 00:00:00
Website: https://chaneycapital.com