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Building 2CHATTERTON & ASSOCIATES

Map pinANAHEIM, CA
Phone714-572-2050
NotebookSEC #801-63394
Total AUM
$1.3B
Employees
31
Clients
1,542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3061 E. LA PALMA AVE.
ANAHEIM
CA 92806
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
714-572-2050

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,908
Discretionary
$399.1M
Accounts
1,826
Non-Discretionary
$929.1M
Accounts
1,082

ContactClients

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Individual Clients
1,145
AUM
$457.7M
HNW Individual Clients
397
AUM
$870.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIDNVORTNTXUTVAWA

HandshakeAffiliates

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

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