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Chambers Financial Group, Llc.

Chambers Financial Group, Llc.. CRD 293191

Chambers Financial Group, Llc. logo

CRD: 293191

Chambers Financial Group, Llc.

Green BAY, WI, 54303
9206619000
www.chambers-financial.com
$56.2M Total AUM
$56.2M Disc. AUM
-- 3Y CAGR
2 Employees
215 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail
Platforms
CatalystMeridian atlas
Established Date
06-04-2018
Office Locations
1

Office Locations

2010 Velp Ave. Green BAY WI

About Chambers Financial Group, Llc.

Chambers Financial Group is a Green Bay, WI advisory firm offering holistic financial planning and portfolio management, with emphasis on retirement planning and income management plus estate and tax planning. The practice implements ETF-based portfolios (Schwab custodied) and keeps clients informed with regular market updates, supported by a dedicated personal financial website experience.

Team overview

-- AVG AGE
$28.1M AVG AUM / ADVISOR
$261.3K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Legacy insight Momentum Ridge

Custodian

Crest Fusion Glacier Meridian fusion Prime optima Pioneer element Zenith Capital wave

Investment Themes

Vertex eagle Value glacier Quantum north

Investment Vehicles

Capital Bridge

Platform

Fusion

Services

Matrix Insight meridian Radial Foundation Meridian north Vital atlas Summit Radial pathway Ridge optima Insight signal

Technology

Optima foundation Capital vector

Owner & Executives

W

WILLIAM ROBERT CHAMBERS III

Chief Compliance Officer, MANAGING PRINCIPAL, Principal

CRD
#735401
Ownership
50% but less than 75%
(443) 559-7949
delta.timber@valuecapital.com
in linkedin.com/in/peak-catalyst
W

WENDY RAE Loch

Certified Financial Planner, PARTNER

CRD
#4668011
Ownership
25% but less than 50%
(553) 828-2056
crest.focus@eaglecapital.com
in linkedin.com/in/foundation-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,171,723 --
Non-Discretionary $0 --
Total $56,171,723 --

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Separately Managed Accounts

Total SMA Asset: $56,171,723

$56.2M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $4,898,370,283 100.0%
Total $4,898,370,283 100.0%

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