Stephen
Church

Chandler Asset Management Inc

CRD#6878939
Investment Advisor
in San Diego, CA

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About this Advisor

Stephen Church is a financial advisor based in San Diego, California, working with Chandler Asset Management Inc. Stephen has previously held positions at Fisher Investments, Aspiriant LLC, Chandler Asset Management Inc, and Hearthstone | Private Wealth Management. Stephen has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, and Texas. Currently, Stephen 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

Stephen Church Work History

2022 - Present (2 years)

Chandler Asset Management Inc

2021 - 2022 (1 year)

Aspiriant LLC

2018 - 2021 (3 years)

Hearthstone | Private Wealth Management

2013 - 2018 (5 years)

Fisher Investments

Disclosures

Please visit the SEC profile of Stephen Church 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
Melvin Hamilton
Lake Mary, FL

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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