CHARTIST INC

THE CHARTIST
LONG BEACH, California·4 registered advisors·CRD# 105072
SEC# 801-117140562-596-2385
01

Firm Overview

AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Fixed fees
03

Specialties

Investment Management
04

Advisors at CHARTIST INC

4 registered advisors
Christopher Kier Mais
LONG BEACH, California
Daniel Francis Sullivan
LONG BEACH, California
Steven Gerard Mais
LONG BEACH, California
William Edward Mais
LONG BEACH, California
05

Office Locations

LONG BEACH, California
4 advisors

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Data sourced from SEC Form ADV filings. CHARTIST INC (CRD# 105072) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.