Chancellor Financial Group LP

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Assets, Funds, Holdings

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Chancellor Financial Group LP
CRD #159563
SEC #801-117707
CIK #0000894544
AUM $216.1 M (2025-03-14)
Employees 8 (100% Investors, 0% Brokers)
Phone570-822-4475
Address60 Public Square
Wilkesbarre, PA 18701
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 857 96.6
(b) Individuals (high net worth individuals) 37 109.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 10.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,404 216.1
By Discretionary
Discretionary 1,333 179.1
Non-Discretionary 71 37.0
Total 1,404 216.1
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 215.8
Total 1,404 216.1
EDGAR Form CIK 2011 - 2025
10-K [0000894544]
10-Q [0000894544]
4 [0000894544]
8-K [0000894544]
D [0000894544]
Form 3/4/5 Subject 2011 - 2025
Koala Pictures PTY Ltd
Chancellor Group Inc
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