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CHATTERTON & ASSOCIATES
3061 E. La Palma Ave.
Anaheim, California 92806
Tel: 714-572-2050
About CHATTERTON & ASSOCIATES
CHATTERTON & ASSOCIATES, formally registered with the SEC as CHATTERTON & ASSOCIATES. The firm was established in 08/06/2004. They have over 1 offices throughout the country.
CHATTERTON & ASSOCIATES is a Anaheim, California based Financial Planning firm with nearly $1,054,329,820 assets under management, offering retirement planning & investment advisory services to 2750 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132295 |
| SEC# | 801-63394 |
| Assets Managed by Firm | $1,054,329,820 |
| No. of Clients | 2750 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2750 | $1,054,329,820 |
| Individuals (other than high net worth individuals) | 2673 | $845,196,929 |
| High net worth individuals | 77 | $209,132,891 |
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