|
⚲
|
| Chequers Financial Management LLC
✚
|
|
|---|---|
| CRD # | 175209 |
| SEC # | 801-107158 |
| CIK # | |
| AUM | $1.1 B (2025-03-31) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 415-964-5001 |
| Address | 434 Jackson Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 232 | 1,034.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 9.6 |
| (h) Charitable organizations | 1 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,272 | 1,050.2 |
| By Discretionary | ||
| Discretionary | 1,103 | 904.9 |
| Non-Discretionary | 169 | 145.3 |
| Total | 1,272 | 1,050.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,050.2 | |
| Total | 1,272 | 1,050.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
180 Wealth Advisors LLC
✚
|
WA | 1.1 |
|
Islandbridge Capital Limited
✚
|
1.1 | |
|
Next Level Private LLC
✚
|
NY | 1.1 |
|
Atlas Capital Advisors Inc
✚
|
CA | 1.1 |
|
Private Portfolio Partners LLC
✚
|
NJ | 1.1 |
|
L & S Advisors Inc
✚
|
CA | 1.1 |
|
One Wealth Advisors LLC
✚
|
CA | 1.1 |
|
Redwood Investments LLC
✚
|
MA | 1.1 |
|
TBFM LLP
✚
|
ID | 1.1 |
|
Stansberry Asset Management LLC
✚
|
TX | 1.0 |