THE CHARTIST
Tel: 562-596-2385 6621 E. Pacific Coast Hwy. #240 Long Beach, California 90803
About THE CHARTIST
THE CHARTIST is a Long Beach, California based financial advisory firm with nearly $179,132,160 in assets under management and provides investment advisory services for 479 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
105072
Firm SEC#:
801-11714
Assets Under Management:
$179,132,160
No. of Clients:
479
No. of Advisors:
3
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Subscription fees
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