Kara
Hooks

Chandler Asset Management Inc

CRD#7615064
Investment Advisor
in San Diego, CA

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About this Advisor

Kara Hooks is a financial advisor based in San Diego, California, working with Chandler Asset Management Inc. Kara has previously held a position at Chandler Asset Management Inc and has passed the Series 65 regulatory exam. Kara is registered to provide services in California, Colorado, Texas, and Washington. Currently, Kara is part of Chandler Asset Management Inc, which operates out of San Diego, California. The firm has 6 offices and 45 employees. The firm manages assets totaling $35.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Chandler Asset Management Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9255 Towne Centre Drive Suite 600
San Diego, CA 92121

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Chandler Asset Management Inc Brokerage Details

Total Assets Under Management

$35,803,584,515

CA Average: $7,578,581,321
Total Number of Employees

45

CA Average: 43
Total Number of Accounts

1,104

CA Average: 3,727
Average Account Size

$32,430,783

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Kara Hooks Work History

2012 - Present (12 years)

Chandler Asset Management Inc

Disclosures

Please visit the SEC profile of Kara Hooks 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 Chandler Asset Management Inc

Scott Prickett
Seattle, WA
Julie Hughes
Denver, CO
William Dennehy
San Diego, CA
Stephen Church
San Diego, CA
Michael Rasmussen
San Diego, CA
Daniel Delaney
San Diego, CA
Christopher Mccarry
San Diego, CA
Kara Hooks
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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