Chatterton & Associates the Wealth Management Team Inc


Assets, Funds, Holdings

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Chatterton & Associates the Wealth Management Team Inc
CRD #132295
SEC #801-63394
AUM $853.5 MM (0% Disc, 100% US, 2020-03-02)
Employees7 (71% Investors, 100% Brokers)
Address3061 E La Palma Ave
Anaheim, CA 92806
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Fundx Investment Group LLC
CA 0.9
QED Investments LLC
KY 0.9
van Den Berg Management I Inc
TX 0.9
Silverstone Asset Management Inc
NE 0.9
CA 0.9
Sather Financial Group Inc
TX 0.9
Capitol Securities Management Inc
VA 0.8
Hillview Capital Advisors LLC
PA 0.8
Advisors' Pride Inc
WI 0.8
Schultz Collins Inc
CA 0.8
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