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CHELSEA MANAGEMENT COMPANY
5855 Topanga Canyon Blvd.
Suite 205
Woodland Hills, California 91367
Tel: 213-362-9200
About CHELSEA MANAGEMENT COMPANY
CHELSEA MANAGEMENT COMPANY, formally registered with the SEC as CHELSEA MANAGEMENT COMPANY. The firm was established in 04/03/1971. They have over 1 offices throughout the country.
CHELSEA MANAGEMENT COMPANY is a Woodland Hills, California based Financial Planning firm with nearly $497,448,183 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110399 |
| SEC# | 801-7333 |
| Assets Managed by Firm | $497,448,183 |
| No. of Clients | 224 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 224 | $497,448,183 |
| Individuals (other than high net worth individuals) | 52 | $21,789,269 |
| High net worth individuals | 37 | $137,553,810 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,917,610 |
| Charitable organizations | 10 | $77,185,074 |
| Corporations or other businesses | Fewer than 5 clients | $178,963 |
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