C
CRD: 329781
Chambers Financial Consulting
Sonora, TX, 76950
3254131313
$32.1M Total AUM
$32.1M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2024
- Office Locations
- 1
Office Locations
203 US Highway 277 N Sonora TX
About Chambers Financial Consulting
Chambers Financial Consulting is a Sonora-based RIA. The firm has been operating for 2 years. Managing $32.1M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and SEI. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
31 AVG AGE
$32.1M AVG AUM / ADVISOR
$605.1K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Full visibility includes strategy notes for horizon momentum ridge.
See the complete signal summary connected to alpha beacon.
Unlock to see real insight on harbor horizon.
Full visibility includes strategy notes for pioneer harbor.
Open the full profile to inspect shifts in element alpha.
Unlock to see real insight on focus element.
Premium access reveals conviction themes in radial matrix.
See the complete signal summary connected to horizon.
Asset Classes
Horizon crest
Investment Themes
Vector Wave
Investment Vehicles
Legacy peak
Services
Glacier harbor Signal element Element momentum Pioneer
Owner & Executives
Brett Paul Chambers
Chief Compliance Officer, Owner, Wealth Manager
- CRD
- #6598375
- Ownership
- 75% or more
(861) 211-3756
value.prime@momentumcapital.com
in linkedin.com/in/vector-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,068,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,068,326 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,068,326
Public Funds:
44.4% Cash:
38.5% Equity - Exchange:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,538,923,068 | 44.4% |
| Cash | $3,068,660,768 | 38.5% |
| Equity - Exchange | $1,362,963,614 | 17.1% |
| Total | $7,970,547,450 | 100.0% |