B.R. Chamberlain & Sons, Inc. is a large advisory firm based in Ocoee. It manages $559.26 million of regulatory assets for 4,860 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.
B.R. Chamberlain & Sons provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of B.R. Chamberlain & Sons, Inc. is $559.26 million. The firm's AUM has grown by 3561% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay B.R. Chamberlain & Sons, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Lynn Chamberlain has been acting as President since 1 Jan 1982. Angelo Anthony Alleca joined the executive team most recently as the Chief Compliance Officer.
The principal office where B.R. Chamberlain & Sons, Inc. performs its advisory services is located at 2731 S. Maguire Rd, Ocoee, FL 34761, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-656-2252 or by fax 407-656-8116. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.itcflorida.com.