Reed
Mccue
Chequers Financial Management LLC
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About this Advisor
Reed Mccue is a financial advisor based in San Francisco, California, working with Chequers Financial Management LLC. Reed has previously held positions at Chequers Financial Management LLC, Clearpath Capital Partners LLC, and the University Of Oregon. Reed has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Reed is part of Chequers Financial Management LLC, which operates out of San Francisco, California. The firm has 2 offices and 12 employees. The firm manages assets totaling $812.0 million 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 institutional clients, selection of other advisers, and other services. The fee structure at Chequers Financial Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chequers Financial Management LLC Brokerage Details
$811,985,408
12
1,073
$756,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Reed Mccue Work History
Chequers Financial Management LLC
Clearpath Capital Partners LLC
University Of Oregon
Disclosures
Please visit the SEC profile of Reed Mccue 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 Chequers Financial Management LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Meridian, ID
San Francisco, CA
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