Challenger Wealth Management
Challenger Wealth Management (CRD# 121498) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $177,265,001 in 321 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Challenger Wealth Management
By the Numbers
-
Total Assets Under Management177MILLION
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$552,227
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MI
Financial Advisors at Challenger Wealth Management
1
Nancy Challenger (CRD# 1377977) is an Investment Advisor Representative working at Challenger Wealth Management in Aliso Viejo, CA and has over 38 years of experience in the finance industry.
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