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Chaney Capital Management Inc.
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Overview Share
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Lynnwood, Washington
$247.2 million AUM
1 office

Chaney Capital Management Inc. is based in Lynnwood, Washington and has $247.2 million in assets under management.

Location
3500 188th Street SW
Suite #445
Lynnwood, WA 98037
$247.2 million
AUM
4
Employees
AUM Share
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$247,173,340
Assets under management
281 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 200 $74,173,340 30% $370,867
High net worth individuals 81 $173,000,000 70% $2,135,802
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$247,173,340
Assets under management
$61,793,335
AUM per employee
$82,391,113
AUM per investment analyst
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Compensation

Chaney Capital Management Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Chaney Capital Management Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Consultation services and public services
Firm data Share
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CRD number 116,511
SEC number 801-67807
Legal structure Corporation
Legal governance Washington, United States
Latest ADV filing date February 14, 2020

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