CHAMBERS FINANCIAL CONSULTING
Firm details
- Headquarters
- SONORA, Texas
- CRD number
- 329781
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.99%
- Individuals27.64%
- Charitable Organizations12.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Chambers Financial Consulting is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. Billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. Chambers does not identify itself as an active ESG investor and is not designated as a multi-state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Brett Chambers
OwnerCRD 6598375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SONORA, TX
SUTTON
Location
SONORA, TX
Headquartered in SONORA, TX, in the South of the United States.
- Region
- South
- County
- SUTTON
- Address
- 203 Highway 277 N
- Time zone
- CT (UTC-6)
- Office locations
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