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Building 2TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

Map pinSANTA ROSA, CA
Phone707-523-1111
NotebookSEC #801-112813
Total AUM
$553.1M
Employees
6
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
917 MENDOCINO AVE
SANTA ROSA
CA 95401
United States
Operating Hours
7:30AM-4:30PM
Monday - Friday
Phone
707-523-1111

ReceiptFinancials

Total AUM
$553.1M
Accounts
1,055
Discretionary
$552.1M
Accounts
1,052
Non-Discretionary
$1M
Accounts
3

ContactClients

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Individual Clients
165
AUM
$42.7M
HNW Individual Clients
214
AUM
$465.8M
Pension/Profit Sharing Plan Clients
7
AUM
$4.5M
Charitable Organization Clients
6
AUM
$7.3M
Corporation or Business Clients
14
AUM
$32.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNJORTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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