1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CHANCELLOR FINANCIAL GROUP WB LP

Map pinWILKES-BARRE, PA
Phone(570) 822-4475
NotebookSEC #801-117707
Total AUM
$249.3M
Employees
9
Clients
1,300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 PUBLIC SQUARE
SUITE 600
WILKES-BARRE
PA 18701
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(570) 822-4475
Other Offices
2

ReceiptFinancials

Total AUM
$249.3M
Accounts
1,303
Discretionary
$176.4M
Accounts
1,160
Non-Discretionary
$72.9M
Accounts
143

ContactClients

View more in analytics →

Individual Clients
1,252
AUM
$86.1M
HNW Individual Clients
46
AUM
$145.1M
Charitable Organization Clients
1
AUM
$16.6M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLNCNJNYPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account