Claim Profile
MW

Michael Morgan White

CHELSEA COUNSEL COMPANY·LOS ANGELES, California
Unclaimed Profile
444 SO FLOWER ST, LOS ANGELES, CA 90071-2924CRD# 465250Firm CRD# 110399
01

About

Michael Morgan White is a registered financial advisor based in LOS ANGELES, California, affiliated with CHELSEA COUNSEL COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CHELSEA COUNSEL COMPANY
CHELSEA MANAGEMENT COMPANY
AUM
$497M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 465250
Firm CRD# 110399
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Morgan White offer?
Michael Morgan White specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Michael Morgan White's credentials?
Michael Morgan White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Morgan White located?
Michael Morgan White is based in LOS ANGELES, California, working with CHELSEA COUNSEL COMPANY. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Michael Morgan White charge for services?
Michael Morgan White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHELSEA COUNSEL COMPANY?
CHELSEA COUNSEL COMPANY has approximately 8 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty