Chandler Asset Management Inc
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Overview
Chandler Asset Management Inc operates as a financial advisory company based in San Diego, California. The company handles $28.6 billion in total assets throughout 1,109 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). Chandler Asset Management Inc has an average-sized team, including 17 financial advisors. Chandler Asset Management Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
Chandler Asset Management Inc oversees most of its client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring the customer's approval. The firm also has 78 non-discretionary accounts with a total of $5.1 billion in assets. The advisory firm manages roughly $25.8 million in assets for each account. The typical financial advisor at Chandler Asset Management Inc oversees about 65 client accounts, making it about average in terms of personalization.
Chandler Asset Management Inc's main office is located at 6225 Lusk Boulevard, San Diego, California 92121-2796. The company is allowed to serve customers throughout 43 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Chandler Asset Management Inc by the Numbers
$28.6 billion
42
1,109
$25.8 million
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by the company likely are comprised of the following fee structures: asset-based, hourly or fixed. Chandler Asset Management Inc does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a broad range of investors. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 1,109 clients, Chandler Asset Management Inc's largest client group by number of accounts is retail investors, but it also manages money for 181 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 20.97%
- Other Individuals - 51.91%
- Corporations - 25.26%
- Charitable Organizations - 1.85%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Chandler Asset Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Chandler Asset Management Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Denver, CO
Lake Mary, FL
San Diego, CA
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