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THE CHARTIST
6621 E. Pacific Coast Hwy. #240
Long Beach, California 90803
Tel: 562-596-2385
About THE CHARTIST
THE CHARTIST, formally registered with the SEC as THE CHARTIST. The firm was established in 07/01/1976. They have over 1 offices throughout the country.
THE CHARTIST is a Long Beach, California based Financial Planning firm with nearly $179,132,160 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105072 |
| SEC# | 801-11714 |
| Assets Managed by Firm | $179,132,160 |
| No. of Clients | 479 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Subscription fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 479 | $179,132,160 |
| Individuals (other than high net worth individuals) | 479 | $179,132,160 |
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