|
⚲
|
| Chequers Financial Management LLC
✚
|
|
|---|---|
| CRD # | 175209 |
| SEC # | 801-107158 |
| CIK # | |
| AUM | $642.9 MM (2023-03-22) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 415-964-5001 |
| Address | 434 Jackson Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 171 | 642.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 921 | 642.9 |
| By Discretionary | ||
| Discretionary | 775 | 532.0 |
| Non-Discretionary | 146 | 111.0 |
| Total | 921 | 642.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 642.9 | |
| Total | 921 | 642.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Waterfront Wealth Inc
✚
|
KS | 0.6 |
|
Next Level Private LLC
✚
|
NY | 0.6 |
|
Apeiron RIA LLC
✚
|
TX | 0.6 |
|
DB Root & Company LLC
✚
|
PA | 0.6 |
|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.6 |
|
Cubic Asset Management LLC
✚
|
MA | 0.6 |
|
ISTO Advisors LLC
✚
|
MI | 0.6 |
|
International City Management Association Retirement Corporation
✚
|
DC | 0.6 |
|
The Waterford Group LLC
✚
|
NY | 0.6 |
|
Ashford Advisors LLC
✚
|
NY | 0.6 |