CHANCELLOR FINANCIAL GROUP WB LP

60 Public Square
Suite 600
Wilkes-barre, Pennsylvania 18701
Tel: (570) 822-4475

About CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP WB LP, formally registered with the SEC as CHANCELLOR FINANCIAL GROUP WB LP. The firm was established in 12/02/2019. They have over 3 offices throughout the country.

CHANCELLOR FINANCIAL GROUP WB LP is a Wilkes-barre, Pennsylvania based Financial Planning firm with nearly $216,108,289 assets under management, offering retirement planning & investment advisory services to 1404 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159563
SEC#	801-117707
Assets Managed by Firm	$216,108,289
No. of Clients	1404
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1404	$216,108,289
Individuals (other than high net worth individuals)	857	$96,615,392
High net worth individuals	37	$109,345,727
Charitable organizations	Fewer than 5 clients	$10,147,170

More Retirement Planning firms in Wilkes-barre, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Wilkes-Barre, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.