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Chaney Financial Services, Inc.

Chaney Financial Services, Inc.. CRD 145602

Chaney Financial Services, Inc. logo

CRD: 145602

Chaney Financial Services, Inc.

Glendale, CA, 91203
6267680080
chaneyfinancialservicesinc.com
$36.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vital elementMeridian momentum +more
Established Date
01-30-2008
Office Locations
1

Office Locations

-- Pasadena CA

About Chaney Financial Services, Inc.

Chaney Financial Services is a California-based, fee-only independent RIA led by Donna Marie Chaney. The firm provides financial planning and ongoing investment management with straightforward, plain-English advice and transparent fees. It serves individuals starting out, moving from DIY to professional guidance, or navigating major life transitions like windfalls, divorce, or inheritance, and custodizes at Charles Schwab.

Team overview

64 AVG AGE
$36.5M AVG AUM / ADVISOR
$987.1K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Capital eagle

Client Personas

Beacon vector Peak

Custodian

Momentum optima Capital glacier Harbor horizon

Investment Themes

Peak Harbor

Investment Vehicles

Vector legacy Timber north

Platform

North

Services

Momentum peak Vital Oak vector Value Signal beacon North Legacy

Technology

Horizon vertex Vital crest Vector signal

Owner & Executives

DONNA MARIE CHANEY

DONNA MARIE CHANEY

Chief Compliance Officer, Investment Advisor, President

CRD
#4769864
Ownership
75% or more
(920) 830-2480
vector.pioneer@deltacapital.com
in linkedin.com/in/legacy-legacy

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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 $0 --
Non-Discretionary $36,521,439 --
Total $36,521,439 --

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Separately Managed Accounts

Total SMA Asset: $36,521,439

$36.5M Total SMA
Public Funds:
44.3%
Cash:
55.7%
Asset class Assets Assets %
Public Funds $2,736,909,541 44.3%
Cash $3,441,215,833 55.7%
Total $6,178,125,374 100.0%

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