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Building 2CHAMBERS WEALTH ADVISORY

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Phone650-218-4758
NotebookSEC #801-113891
Total AUM
$126.9M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
650-218-4758
Other Offices
1

ReceiptFinancials

Total AUM
$126.9M
Accounts
35
Discretionary
$100.4M
Accounts
32
Non-Discretionary
$26.5M
Accounts
3

ContactClients

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Individual Clients
3
AUM
$1.1M
HNW Individual Clients
26
AUM
$121.9M
Charitable Organization Clients
1
AUM
$114.1K
Corporation or Business Clients
2
AUM
$43.2K
Other Clients
6
AUM
$3.8M
Description of Other Clients
NO FEE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NO FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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

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