CHRYSADIA FINANCIAL, LLC
Firm details
- Headquarters
- NEWARK, California
- CRD number
- 326813
- Website
- chrysalidfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Chrysadia Financial, LLC is a privately held limited liability company that operates as an independent investment adviser and capital allocator. Ownership is individual rather than corporate or institutional, and the firm is classified as unclassified in the source data. Chrysadia provides fee-based advisory services under multiple billing arrangements, including a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm’s advisory activity centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also performs selection-of-other-advisers, which indicates a role in sourcing or overseeing external managers on behalf of clients. Chrysadia reports being an active ESG investor, suggesting environmental, social, and governance considerations are part of its investment vetting and allocation decisions. It is not flagged as a multi-state adviser, pension consultant, or related adviser in the available data.
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 1FAITH COUNIO
CEO & CCOCRD 7516831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWARK, CA
ALAMEDA
Location
NEWARK, CA
Headquartered in NEWARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 39899 Balentine Dr
- Time zone
- PT (UTC-8)
- Office locations
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