Unclaimed Profile

Martin Dayle Cassell

CHANDLER ASSET MANAGEMENT INC·SAN DIEGO, California

Clean recordCHANDLER ASSET MANAGEMENT INC

9255 TOWNE CENTRE DRIVE, SAN DIEGO, CA 92121CRD# 4330905Firm CRD# 107287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Dayle Cassell · SAN DIEGO, CA

Registration

CRD #4330905 · CHANDLER ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martin Dayle Cassell is a registered financial advisor based in SAN DIEGO, California, affiliated with CHANDLER ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHANDLER ASSET MANAGEMENT INC

AUM

$35.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHANDLER ASSET MANAGEMENT INC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4330905

Firm CRD# 107287

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martin Dayle Cassell offer?

Martin Dayle Cassell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Martin Dayle Cassell's credentials?

Martin Dayle Cassell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Dayle Cassell located?

Martin Dayle Cassell is based in SAN DIEGO, California, working with CHANDLER ASSET MANAGEMENT INC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Martin Dayle Cassell charge for services?

Martin Dayle Cassell'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 CHANDLER ASSET MANAGEMENT INC?

CHANDLER ASSET MANAGEMENT INC has approximately 45 employees and manages $35.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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