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CHATTERTON & ASSOCIATES

3061 E. La Palma Ave.
Anaheim, California 92806
Tel: 714-572-2050

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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 StatusApproved
Firm CRD#132295
SEC#801-63394
Assets Managed by Firm$1,054,329,820
No. of Clients2750
No. of Advisors25

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 ClientsAUM
Firm Total2750$1,054,329,820
Individuals (other than high net worth individuals)2673$845,196,929
High net worth individuals77$209,132,891

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