Chaney Financial Services, Inc.
Chaney Financial Services, Inc. (CRD# 145602) is a financial advisory firm headquartered in Glendale, CA. They manage $37,715,439 in 123 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$306,630
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Chaney Financial Services, Inc.
1
Donna Chaney (CRD# 4769864) is an Investment Advisor Representative working at Chaney Financial Services, Inc. in Pasadena, CA and has over 19 years of experience in the finance industry.
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