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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal deltaInsight +more
- Established Date
- 07-01-2014
- Office Locations
- 1
Office Locations
About Chessie Advisors, LLC
Chessie Advisors, LLC is a Rochester Hills, MI-based, fee-only fiduciary providing affordable financial, retirement, and tax-aware planning plus investment management for individuals and families—often teachers, engineers, attorneys, young professionals, and widows ages 30–65—serving clients locally and virtually nationwide. Founder Erik O. Klumpp, CFP®, EA emphasizes independent advice with no insurance sales, proprietary funds, or hidden commissions; portfolios may include ETFs and private funds.
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Owner & Executives
ERIK OLEN KLUMPP
Chief Compliance Officer, FOUNDER, Investment Advisor, President
- CRD
- #4728270
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,786,355 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,786,355 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,786,355
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,273,454,455 | 22.6% |
| Private Funds | $1,538,287,904 | 27.3% |
| Cash | $2,823,011,868 | 50.1% |
| Total | $5,634,754,227 | 100.0% |