3061 E. La Palma Ave.
Anaheim, California 92806
Tel: 714-572-2050
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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