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Chris G. Dudley

FILIGREE WEALTH ADVISORS, LLC·IRVINE, California
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530 TECHNOLOGY DRIVE, IRVINE, CA 92618CRD# 5117664Firm CRD# 318729
01

About

Chris G. Dudley is a registered financial advisor based in IRVINE, California, affiliated with FILIGREE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC
AUM
$179M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FILIGREE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5117664
Firm CRD# 318729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chris G. Dudley offer?
Chris G. Dudley specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are Chris G. Dudley's credentials?
Chris G. Dudley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris G. Dudley located?
Chris G. Dudley is based in IRVINE, California, working with FILIGREE WEALTH ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Chris G. Dudley charge for services?
Chris G. Dudley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FILIGREE WEALTH ADVISORS, LLC?
FILIGREE WEALTH ADVISORS, LLC has approximately 3 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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