CHIPSER WEALTH MANAGEMENT, LLC
Tel: (850) 424-6330 4300 Legendary Drive Suite 230 Destin, Florida 32541
About CHIPSER WEALTH MANAGEMENT, LLC
CHIPSER WEALTH MANAGEMENT, LLC is a Destin, Florida based financial advisory firm with nearly $116,000,000 in assets under management and provides investment advisory services for 342 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
306396
Firm SEC#:
801-129525
Assets Under Management:
$116,000,000
No. of Clients:
342
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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