Overview
Assets Under Management: $152 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 36
Average Client Assets: $3.4 million
Frequently Asked Questions
CHROME ADVISORS 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 #311539), CHROME ADVISORS is subject to fiduciary duty under federal law.
CHROME ADVISORS is headquartered in SAN FRANCISCO, CA.
CHROME ADVISORS serves 36 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, CHROME ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CHROME ADVISORS manages $152 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, CHROME ADVISORS 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
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.12%
Average Client Assets: $3.4 million
Total Client Accounts: 375
Discretionary Accounts: 278
Non-Discretionary Accounts: 97
Regulatory Filings
CRD Number: 311539
Filing ID: 2061466
Last Filing Date: 2026-03-02 15:01:26