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 $943,713,313 assets under management, offering retirement planning & investment advisory services to 2705 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	$943,713,313
No. of Clients	2705
No. of Advisors	25

Fee Structure

A Percentage of AUM
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2705	$943,713,313
Individuals (other than high net worth individuals)	2631	$773,872,528
High net worth individuals	74	$169,840,785

Inquire with CHATTERTON & ASSOCIATES

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