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CHANCELLOR FINANCIAL GROUP LP

UUID3098d7ea-80e7-56dd-86de-0981073c79df
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 159563 159563 1.0
sec_file_number 801-117707 801-117707

Profile

WebsiteHTTP://WWW.CHANCELLORFINANCIALGROUP.COM
HQ CityWILKES-BARRE
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CHANCELLOR FINANCIAL GROUP WB LP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)216,108,289.0
  • RAUM (discretionary)179,058,703.0
  • Actionable assets119,492,897.0
  • Accounts1,404.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM10,147,170.0
  • HNW AUM109,345,727.0

As of 2025-03-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.