9255 Towne Centre Drive
Suite 600
San Diego, California 92121
Tel: 858.546.3737
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107287 |
SEC# | 801-44378 |
Assets Managed by Firm | $41,582,938,832 |
No. of Clients | 1049 |
No. of Advisors | 52 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1049 | $41,582,938,832 |
Individuals (other than high net worth individuals) | 374 | $210,200,341 |
High net worth individuals | 122 | $88,792,066 |
Pension and profit sharing plans | 2 | $13,045,660 |
Charitable organizations | 18 | $118,659,406 |
Corporations or other businesses | 14 | $115,876,884 |
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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