CHEQUERS FINANCIAL MANAGEMENT LLC

434 Jackson Street
Suite A
San Francisco, California 94111
Tel: 415-964-5001

About CHEQUERS FINANCIAL MANAGEMENT LLC

CHEQUERS FINANCIAL MANAGEMENT LLC, formally registered with the SEC as CHEQUERS FINANCIAL MANAGEMENT LLC. The firm was established in 01/19/2016. They have over 3 offices throughout the country.

CHEQUERS FINANCIAL MANAGEMENT LLC is a San Francisco, California based Financial Planning firm with nearly $1,007,374,115 assets under management, offering retirement planning & investment advisory services to 1073 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175209
SEC#	801-107158
Assets Managed by Firm	$1,007,374,115
No. of Clients	1073
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1073	$1,007,374,115
High net worth individuals	204	$991,446,409
Pension and profit sharing plans	10	$9,219,935
Charitable organizations	1	$6,707,771

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