CHETAN LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
337289
Registered since
June 9, 2025

Firm profile

FINTRX

Overview

Chetan LLC is a limited liability company that operates as a registered investment adviser. Established in 2025, the firm focuses on investment management, although specific details regarding their investment strategies and preferences are not disclosed. As of now, Chetan LLC does not engage in capital allocation or serve as a pension consultant, and it does not identify as an active ESG investor. The firm operates without a multi-state adviser designation and has not provided insights into its client base or fee structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Christopher Miglino

    FounderCRD 8108237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
1014 S Westlake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth