Michael
Rasmussen

Chandler Asset Management Inc

CRD#6874332
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Rasmussen is a financial advisor based out of San Diego, California. Rasmussen works at Chandler Asset Management Inc. Throughout their career, they have worked at Spearhead Capital, LLC, Spearhead Capital Advisors, LLC, Ncs Regulatory Compliance, National Regulatory Services, Ras Law, LLC, Financial Industry Regulatory Authority (Finra), Legal & Compliance LLC, Dakota Wealth, LLC, Kore Advisors, Lp and Mras Legal & Consulting, Pa (Dba United Atlantic Legal Services). Rasmussen maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Chandler Asset Management Inc is a financial advisory company based out of San Diego, CA. It has offices in six locations and a total of 42 people on staff. It manages $29 billion in total assets between its 1,109 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 16 charitable organizations. Of its 1,109 customer accounts, 21% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Chandler Asset Management Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

6225 Lusk Boulevard
San Diego, CA 92121-2796

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Chandler Asset Management Inc Brokerage Details

Total Assets Under Management

$28,640,972,420

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

42

CA Average: 43
Total Number of Accounts

1,109

CA Average: 3,727
Average Account Size

$25,825,944

CA Average: $2,033,427

Investment Advisory Services

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

Michael Rasmussen Work History

Michael has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Mras Legal & Consulting, Pa (Dba United Atlantic Legal Services)

2021 - 2022 (1 year)

Kore Advisors, Lp

2020 - 2021 (1 year)

Dakota Wealth, LLC

2017 - 2020 (3 years)

Spearhead Capital, LLC

2017 - 2020 (3 years)

Spearhead Capital Advisors, LLC

2016 - 2017 (1 year)

Ncs Regulatory Compliance

2015 - 2016 (1 year)

National Regulatory Services

2015 - 2015 (< 1 year)

Ras Law, LLC

2014 - 2015 (1 year)

Legal & Compliance LLC

2013 - 2014 (1 year)

Financial Industry Regulatory Authority (Finra)

*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 Michael Rasmussen 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

William Dennehy
San Diego, CA
Daniel Delaney
San Diego, CA
Stephen Church
San Diego, CA
Michael Rasmussen
San Diego, CA
Karl Meng
San Diego, CA
Benjamin Mendenhall
Denver, CO
Melvin Hamilton
Lake Mary, FL
Genevieve Lynkiewicz
San Diego, CA

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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