|
⚲
|
| Chequers Financial Management LLC
✚
|
|
|---|---|
| CRD # | 175209 |
| SEC # | 801-107158 |
| CIK # | |
| AUM | $1.3 B (2026-03-30) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 415-964-5001 |
| Address | 434 Jackson Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 244 | 1,295.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 11.7 |
| (h) Charitable organizations | 0 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,449 | 1,314.3 |
| By Discretionary | ||
| Discretionary | 1,275 | 1,142.0 |
| Non-Discretionary | 174 | 172.3 |
| Total | 1,449 | 1,314.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,314.3 | |
| Total | 1,449 | 1,314.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clark Asset Management LLC
✚
|
1.3 | |
|
Second Line Capital LLC
✚
|
LA | 1.3 |
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1.3 |
|
Allie Family Office LLC
✚
|
FL | 1.3 |
|
LVM Capital Management Ltd
✚
|
MI | 1.3 |
|
Capital Investment Services of America Inc
✚
|
WI | 1.3 |
|
Valley National Advisers Inc
✚
|
PA | 1.3 |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1.3 |
|
Topsail Wealth Management LLC
✚
|
NC | 1.3 |
|
Madison Wealth Partners Inc
✚
|
WI | 1.3 |