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Building 2CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

Map pinSANTA CRUZ, CA
Phone831-420-1340
NotebookSEC #801-87174
Total AUM
$321M
Employees
4
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 MISSION STREET
SUITE 3
SANTA CRUZ
CA 95060
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
831-420-1340
Other Offices
3

ReceiptFinancials

Total AUM
$321M
Accounts
169
Discretionary
$321M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$28M
HNW Individual Clients
113
AUM
$286.5M
Pension/Profit Sharing Plan Clients
4
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
ANNUAL RETAINER

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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