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Mary Catherine Chandler

CHANDLER ASSET MANAGEMENT INC·SAN DIEGO, California
Clean recordCHANDLER ASSET MANAGEMENT INC
6225 LUSK BOULEVARD, SAN DIEGO, CA 92121-2796CRD# 2276868Firm CRD# 107287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Catherine Chandler · SAN DIEGO, CA
Registration
CRD #2276868 · CHANDLER ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Catherine Chandler 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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC
AUM
$35.8B
Regulatory assets under management
Employees
45
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2276868
Firm CRD# 107287
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Catherine Chandler offer?
Mary Catherine Chandler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Mary Catherine Chandler's credentials?
Mary Catherine Chandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Catherine Chandler located?
Mary Catherine Chandler 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 Mary Catherine Chandler charge for services?
Mary Catherine Chandler'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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