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| Keyboard |
| Chequers Financial Management LLC
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|
|---|---|
| CRD # | 175209 |
| SEC # | 801-107158 |
| CIK # | |
| AUM | 1,314.3 M (2026-03-30) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-964-5001 |
| Address | 434 Jackson Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 244 | 1,295.9 |
| (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 | 12 | 11.7 |
| (h) Charitable organizations | 0 | 6.8 |
| (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 | 1,449 | 1,314.3 |
| By Discretionary | ||
| Discretionary | 1,275 | 1,142.0 |
| Non-Discretionary | 174 | 172.3 |
| Total | 1,449 | 1,314.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,314.3 | |
| Total | 1,449 | 1,314.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 65 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Clark Asset Management LLC
✚
|
1,324.5 M | |
|
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|
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|
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VA | 1,322.7 M |
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FL | 1,321.7 M |
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MI | 1,314.5 M |
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|
Valley National Advisers Inc
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PA | 1,310.6 M |
|
Barnes Pettey Financial Advisors LLC
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MS | 1,310.5 M |
|
Topsail Wealth Management LLC
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|
NC | 1,309.7 M |
|
Madison Wealth Partners Inc
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WI | 1,303.1 M |