TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

SANTA ROSA, California·3 registered advisors·CRD# 294019
SEC# 801-1128130707-523-1111
01

Firm Overview

AUM
$553M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

3 registered advisors
Audra Christine Nay
SANTA ROSA, California
Marc Anthony Traverso
SANTA ROSA, California
Timothy Allen Chambers
SANTA ROSA, California
05

Office Locations

SANTA ROSA, California
3 advisors

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Data sourced from SEC Form ADV filings. TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC (CRD# 294019) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.