Overview
Assets Under Management: $120 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 5
Average Client Assets: $23.9 million
Frequently Asked Questions
CHRONICLE ADVISORS LLC 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 #281806), CHRONICLE ADVISORS LLC is subject to fiduciary duty under federal law.
CHRONICLE ADVISORS LLC is headquartered in SANTA BARBARA, CA.
CHRONICLE ADVISORS LLC serves 5 high-net-worth clients according to their SEC filing dated August 16, 2018. View client details ↓
According to their SEC Form ADV, CHRONICLE ADVISORS LLC offers portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CHRONICLE ADVISORS LLC manages $120 million in client assets according to their SEC filing dated August 16, 2018.
According to their SEC Form ADV, CHRONICLE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $23.9 million
Total Client Accounts: 61
Discretionary Accounts: 61
Regulatory Filings
CRD Number: 281806
Filing ID: 1235252
Last Filing Date: 2018-08-16 19:37:00