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CHANDLER ASSET MANAGEMENT INC

6225 Lusk Boulevard
San Diego, California 92121-2796
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 $28,640,972,420 assets under management, offering retirement planning & investment advisory services to 1109 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107287
SEC#801-44378
Assets Managed by Firm$28,640,972,420
No. of Clients1109
No. of Advisors42

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1109$28,640,972,420
Individuals (other than high net worth individuals)448$215,920,564
High net worth individuals181$127,143,717
Pension and profit sharing plans2$11,864,805
Charitable organizations16$95,186,720
Corporations or other businesses15$76,077,598

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