CRD: 159563
Chancellor Financial Group WB LP
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- Custodian
- Fidelity/NFS ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Vector insight
- Established Date
- 04-13-2012
- Office Locations
- 3
Office Locations
About Chancellor Financial Group WB LP
Chancellor Financial Group (Wilkes-Barre, PA) is an independent wealth management firm providing customized portfolio management and retirement planning through a disciplined investment research process. The team also delivers life, health and disability coverage plus employer benefits, including group plans and 401(k) plan administration. Open-architecture approach with access to 75+ insurance carriers and a dedicated underwriting team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERRENCE WINSTON CASEY
President, Vice President
- CRD
- #1433590
- Ownership
- 25% but less than 50%
MICHAEL DAVIS CASEY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEAN MARIE BAUN
Investment Advisor
- CRD
- #4342193
STEVEN MICHAEL DAVIDOWITZ
Investment Advisor Representative
- CRD
- #4761539
Bridge eagle
Pioneer capital
- CRD
- #58158
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,413,081 | $152,080 |
| Non-Discretionary | $72,892,267 | $509,736 |
| Total | $249,305,348 | $191,332 |
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Separately Managed Accounts
Total SMA Asset: $249,305,348
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,395,740,245 | 16.2% |
| Cash | $1,292,352,078 | 15.0% |
| Corporate - Investment Grade | $990,803,260 | 11.5% |
| Public Funds | $930,493,496 | 10.8% |
| Derivatives | $1,585,285,216 | 18.4% |
| U.S. Government/Agency | $525,556,512 | 6.1% |
| Municipal Bonds | $1,895,449,716 | 22.0% |
| Total | $8,615,680,523 | 100.0% |