Carlos
Oblites
Chandler Asset Management Inc
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About this Advisor
Carlos Oblites is a financial advisor based in San Diego, California, who has 6 years of relevant experience. Oblites works at Chandler Asset Management Inc. Their career trajectory has included roles at Pfm Fund Distributors, Inc, Chandler Asset Management, Inc, Central Marin Sanitation Agency and Chandler Asset Management. Oblites has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Chandler Asset Management Inc is a registered investment business that has its headquarters in San Diego, CA. The company has offices in six locations and a total of 42 financial advisors. It administers $29 billion in total assets between its 1,109 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 16 charities and foundations. Of its 1,109 client accounts, 21% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by Chandler Asset Management Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chandler Asset Management Inc Brokerage Details
$28,640,972,420
42
1,109
$25,825,944
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Carlos Oblites Work History
Carlos has been registered as a financial advisor for 6 years.*
Chandler Asset Management
Chandler Asset Management, Inc
Central Marin Sanitation Agency
Pfm Fund Distributors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Oblites to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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