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CHANDLER ASSET MANAGEMENT INC

9255 Towne Centre Drive
Suite 600
San Diego, California 92121
Tel: 858.546.3737

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About CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC, formally registered with the SEC as CHANDLER ASSET MANAGEMENT INC. The firm was established in 07/22/1993. They have over 7 offices throughout the country.

CHANDLER ASSET MANAGEMENT INC is a San Diego, California based Financial Planning firm with nearly $41,582,938,832 assets under management, offering retirement planning & investment advisory services to 1049 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107287
SEC#801-44378
Assets Managed by Firm$41,582,938,832
No. of Clients1049
No. of Advisors52

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING, LGIP ADMINISTRATIVE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1049$41,582,938,832
Individuals (other than high net worth individuals)374$210,200,341
High net worth individuals122$88,792,066
Pension and profit sharing plans2$13,045,660
Charitable organizations18$118,659,406
Corporations or other businesses14$115,876,884

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