CHANCELLOR FINANCIAL GROUP WB LP
Firm details
- Headquarters
- WILKES BARRE, Pennsylvania
- CRD number
- 159563
- Registered since
- December 2, 2019
- Website
- chancellorfinancialgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.2%
- Individuals34.53%
- Charitable Organizations6.66%
- Corporations / Businesses0.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chancellor Financial Group Wb LP is an independent registered investment adviser organized as a limited partnership and first registered with the SEC in 2019. The firm focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Chancellor is not classified as a capital allocator, does not market itself as an ESG investor, and is not a multi-state or pension consultant adviser.
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
- Exchange Traded Equities66%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds4%
- US Government Bonds3%
Owners & executives
1 of 1ROBERT DWYER
Chief Investment OfficerCRD 722314
Contacts
3 of 6TERRENCE CASEY
PresidentCRD 1433590
STEVEN DAVIDOWITZ
Investment Advisor RepresentativeCRD 4761539
Thomas O'Day
Registered RepresentativeCRD 6695196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILKES BARRE, PA
LUZERNE
Location
WILKES BARRE, PA
Headquartered in WILKES BARRE, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LUZERNE
- Address
- 60 Public Sq
- Time zone
- ET (UTC-5)
- Office locations
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