Chandler Asset Management Inc is a large advisory firm based in San Diego. It manages $16.55 billion of regulatory assets for 1,065 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.
Chandler Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. 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 Chandler Asset Management Inc is $16.55 billion. The firm's AUM has grown by 1442% 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 Chandler Asset Management 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mary Catherine Chandler is state or municipal government entities with 139 clients and $13.24 billion of assets under management. Among the 11 most similar advisory firms, Chandler Asset Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $13.81 billion for 859 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Chandler Asset Management doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mary Catherine Chandler has been acting as President since 1 Jul 1993. Inc. Employee Stock Ownership Plan & Trust Chandler Asset Management joined the executive team most recently as the Shareholder.
The principal office where Chandler Asset Management Inc performs its advisory services is located at 6225 Lusk Boulevard, San Diego, CA 92121 2796, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858.546.3737 or by fax 858.546.3741. The normal business hours are 6:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at chandlerasset.com.