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Chancellor Financial Services, Inc.

Chancellor Financial Services, Inc.. CRD 286148

Chancellor Financial Services, Inc. logo

CRD: 286148

Chancellor Financial Services, Inc.

Orland Park, IL, 60467
7084798771
www.chancellorfinancial.com
$30.9M Total AUM
$30.9M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
BridgeSummit
Established Date
04-04-2017
Office Locations
1

Office Locations

10727 Winterset Drive Orland Park IL

About Chancellor Financial Services, Inc.

Chancellor Financial Services, Inc. is an Orland Park, IL registered investment adviser providing financial planning and ongoing portfolio management, including insurance and legacy/estate and tax-planning coordination. The firm serves retail investors (including entrepreneurs) with diversified allocations using ETFs and mutual funds, and offers online appointment booking plus a risk-score tool; custody includes Charles Schwab.

Team overview

61 AVG AGE
$30.9M AVG AUM / ADVISOR
$283.3K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Horizon Summit timber

Client Personas

Foundation vector

Custodian

Beacon meridian Ember Vertex ridge

Investment Themes

Capital beacon Peak capital

Investment Vehicles

Summit

Platform

Pathway quantum

Services

Harbor Bridge glacier Wave Catalyst unison Focus bridge Timber Radial bridge Eagle radial

Technology

Prime Zenith catalyst

Owner & Executives

K

Karen Prescia Dowling

Chief Compliance Officer, Chief Executive Officer, Owner, President

CRD
#6635097
Ownership
75% or more
(637) 805-3225
element.prime@vectorcapital.com
in linkedin.com/in/summit-catalyst

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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 $30,877,957 --
Non-Discretionary $232 --
Total $30,878,189 --

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Separately Managed Accounts

Total SMA Asset: $30,878,189

$30.9M Total SMA
Public Funds:
27.1%
Equity - Exchange:
34.6%
Other:
17.6%
Cash:
20.7%
Asset class Assets Assets %
Public Funds $2,218,008,732 27.1%
Equity - Exchange $2,831,848,786 34.6%
Other $1,440,477,995 17.6%
Cash $1,694,198,552 20.7%
Total $8,184,534,065 100.0%

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