CHARTWELL FAMILY OFFICE, LLC
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 337312
- Registered since
- July 1, 2025
Firm profile
FINTRXOverview
Chartwell Family Office, LLC is a limited liability company that focuses on providing wealth management services. While specific details about their investment strategies and preferences are not disclosed, the firm is known to engage in various investment activities, primarily through private funds. The firm is classified as unclassified and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1FRED FERN
Chairman & CEOCRD 4384578
Contacts
2 of 2EILEEN HOLMES
Special AdvisorCRD 2049765
CHARLES CONNER
Vice ChairCRD 4396528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 73061 El Paseo
- Time zone
- PT (UTC-8)
- Office locations
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