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Home > Retirement Planners > georgia > atlanta > CHANCELLOR WEALTH MANAGEMENT, INC.
CHANCELLOR WEALTH MANAGEMENT, INC.
100 Galleria Parkway Se
Suite 995
Atlanta, Georgia 30339
Tel: 770-661-0283
About CHANCELLOR WEALTH MANAGEMENT, INC.
CHANCELLOR WEALTH MANAGEMENT, INC, formally registered with the SEC as CHANCELLOR WEALTH MANAGEMENT, INC. The firm was established in 06/30/2022. They have over 1 offices throughout the country.
CHANCELLOR WEALTH MANAGEMENT, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $115,484,879 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112918 |
| SEC# | 801-126004 |
| Assets Managed by Firm | $115,484,879 |
| No. of Clients | 364 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR/REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 364 | $115,484,879 |
| Individuals (other than high net worth individuals) | 70 | $22,906,326 |
| High net worth individuals | 36 | $91,605,586 |
| Charitable organizations | Fewer than 5 clients | $539,322 |
| Corporations or other businesses | Fewer than 5 clients | $433,645 |
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