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Home > Retirement Planners > florida > clearwater > CHRONOS WEALTH MANAGEMENT, L.L.C.
CHRONOS WEALTH MANAGEMENT, L.L.C.
1432 Court Street
Clearwater, Florida 33756
Tel: (727) 446-2306
About CHRONOS WEALTH MANAGEMENT, L.L.C.
CHRONOS WEALTH MANAGEMENT, LLC, formally registered with the SEC as CHRONOS WEALTH MANAGEMENT, LLC. The firm was established in 05/30/2019. They have over 2 offices throughout the country.
CHRONOS WEALTH MANAGEMENT, L.L.C. is a Clearwater, Florida based Financial Planning firm with nearly $210,281,976 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299782 |
| SEC# | 801-116711 |
| Assets Managed by Firm | $210,281,976 |
| No. of Clients | 527 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $210,281,976 |
| Individuals (other than high net worth individuals) | 434 | $105,565,615 |
| High net worth individuals | 62 | $89,998,007 |
| Pension and profit sharing plans | 2 | $3,976,199 |
| Corporations or other businesses | 5 | $6,262,676 |
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