Chase Buchanan Usa

Chase Buchanan Usa (CRD# 327738) is a financial advisory firm headquartered in Allen, TX. They manage $34,855,942 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

825 Watter's Creek Blvd, Building M, Suite 250, Allen, TX 75013

https://www.facebook.com/groups/3424362791136730

By the Numbers

Total Assets Under Management

35

MILLION
Total Number of Accounts

81

ACCOUNTS
Average Account Value

$430,320

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Chase Buchanan Usa

Showing 1 - 2 of 2 top financial advisors.

Scott P. Evans

CRD#: 3092973

Princeton, TX

Scott Evans (CRD# 3092973) is an Investment Advisor Representative working at Chase Buchanan Usa in Princeton, TX and has over 19 years of experience in the finance industry.

Alexander J. Ingrim

CRD#: 7616829

Princeton, TX

Alexander Ingrim (CRD# 7616829) is an Investment Advisor Representative working at Chase Buchanan Usa in Princeton, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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