Brenda
Chatman
Abacus Wealth Partners
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About this Advisor
Brenda Chatman is a financial advisor based in Sebastopol, California, working with Abacus Wealth Partners. Brenda has previously held positions at Chase Investment Services Corp and Abacus Wealth Partners. Brenda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brenda is part of Abacus Wealth Partners, which operates out of Sebastopol, California. The firm has 13 offices and 71 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Abacus Wealth Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$3,137,060,878
71
5,804
$540,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brenda Chatman Work History
Abacus Wealth Partners
Chase Investment Services Corp
Disclosures
Please visit the SEC profile of Brenda Chatman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Calabasas, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
View Park, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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