Overview
Assets Under Management: $553 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 214
Average Client Assets: $2.2 million
Frequently Asked Questions
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, 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 #294019), TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC is headquartered in SANTA ROSA, CA.
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC serves 214 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC manages $553 million in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 214
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.21%
Average Client Assets: $2.2 million
Total Client Accounts: 1,055
Discretionary Accounts: 1,052
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 294019
Filing ID: 1816727
Last Filing Date: 2024-01-24 09:38:00