CHALLENGER WEALTH MANAGEMENT - Financial Advisor in California, Aliso Viejo

Tel: (949) 754-0464 6b Liberty #140 Aliso Viejo, California 92656

About CHALLENGER WEALTH MANAGEMENT

CHALLENGER WEALTH MANAGEMENT is a Aliso Viejo, California based financial advisory firm with nearly $177,265,001 in assets under management and provides investment advisory services for 321 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

121498

Firm SEC#:

801-130287

Assets Under Management:

$177,265,001

No. of Clients:

321

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER)

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NFP RETIREMENT INC.

121254

801-66107

5514

219

$96,454,495,427

FLEXPATH STRATEGIES

174306

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902

$65,973,486,697

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801-110377

$1,918,601,861

SELECT MONEY MANAGEMENT, INC.

153256

801-71212

2012

$1,108,209,677

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328417

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$1,040,000,000

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$389,745,910

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Not Disclosed

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