Aneil Murthy (CRD# 5745037) is an Investment Advisor Representative working at Chandler Asset Management Inc. in Walnut Creek, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Chandler Asset Management, Inc. | San Diego, CA | Mar 2020 - Current | 4 |
Bank Of New York Mellon | San Francisco, CA | May 2015 - Mar 2020 | 4 |
The Hartford Insurance Company | Windsor, CT | Dec 2009 - May 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CA
-
Total Assets Under Management35,804MILLIONS
-
Total Number of Accounts1,104ACCOUNTS
-
Average Account Value$32,430,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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