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Chad Christopher Conwell

FLAHERTY & CRUMRINE INCORPORATED·PASADENA, California
Unclaimed Profile
301 E COLORADO BLVD, PASADENA, CA 91101-1911CRD# 5041482Firm CRD# 105499
01

About

Chad Christopher Conwell is a registered financial advisor based in PASADENA, California, affiliated with FLAHERTY & CRUMRINE INCORPORATED. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
FLAHERTY & CRUMRINE INCORPORATED
FLAHERTY & CRUMRINE INCORPORATED
AUM
$3.9B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FLAHERTY & CRUMRINE INCORPORATED →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5041482
Firm CRD# 105499
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Christopher Conwell offer?
Chad Christopher Conwell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PASADENA, California for a consultation.
What are Chad Christopher Conwell's credentials?
Chad Christopher Conwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Christopher Conwell located?
Chad Christopher Conwell is based in PASADENA, California, working with FLAHERTY & CRUMRINE INCORPORATED. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Chad Christopher Conwell charge for services?
Chad Christopher Conwell'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 FLAHERTY & CRUMRINE INCORPORATED?
FLAHERTY & CRUMRINE INCORPORATED has approximately 13 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PASADENA
Elizabeth Whitney Bullock — WESCOM FINANCIAL SERVICES, LLCMichael John Malone — MJM401K, LLCFrancis Barry Bilson — WESTERN ASSET MANAGEMENT COMPANYAndrew C Kuo — WESTERN INTERNATIONAL SECURITIES, INC.Connie Monica Knox — WESCOM FINANCIAL SERVICES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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