CHAMBERLAIN FINANCIAL PLANNING, LLC
Legal name: CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT
CRD #142879 SEC #801-87174 SANTA CRUZ, CA 831-420-1340
SEC Registered
Total AUM
$321M
Discretionary
$321M
Employees
4
Clients
26
Accounts
169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2020 | $321M | $321M | $0 | 4 | 45 |
| Jun 2020 | $321M | $321M | $0 | 4 | 45 |
| Mar 2020 | $321M | $321M | $0 | 4 | 45 |
| Nov 2019 | $243.8M | $243.8M | $0 | 6 | 36 |
| Jun 2019 | $243.8M | $243.8M | $0 | 6 | 36 |
| Mar 2019 | $243.8M | $243.8M | $0 | 6 | 36 |
| Apr 2018 | $168.4M | $134.9M | $33.5M | 5 | 2 |
| Apr 2018 | $168.4M | $134.9M | $33.5M | 5 | 2 |
| Mar 2018 | $168.4M | $134.9M | $33.5M | 5 | 2 |
| Mar 2017 | $140.9M | $7.8M | $133.1M | 3 | 26 |
| Mar 2017 | $140.9M | $7.8M | $133.1M | 3 | 26 |
| Aug 2016 | $118.2M | $7.1M | $111.1M | 4 | 26 |
| Jun 2016 | $118.2M | $111.1M | $7.1M | 4 | 26 |
| Apr 2016 | $118.2M | $111.1M | $7.1M | 4 | 26 |
| Mar 2016 | $112.3M | $7.1M | $105.2M | 4 | 26 |
| Apr 2015 | $121.3M | $8M | $113.3M | 4 | 26 |
| Mar 2015 | $121.3M | $8M | $113.3M | 4 | 26 |
DateOct 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees4
Clients45
DateJun 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees4
Clients45
DateMar 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees4
Clients45
DateNov 2019
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees6
Clients36
DateJun 2019
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees6
Clients36
DateMar 2019
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees6
Clients36
DateApr 2018
Total AUM$168.4M
Discretionary$134.9M
Non-Disc.$33.5M
Employees5
Clients2
DateApr 2018
Total AUM$168.4M
Discretionary$134.9M
Non-Disc.$33.5M
Employees5
Clients2
DateMar 2018
Total AUM$168.4M
Discretionary$134.9M
Non-Disc.$33.5M
Employees5
Clients2
DateMar 2017
Total AUM$140.9M
Discretionary$7.8M
Non-Disc.$133.1M
Employees3
Clients26
DateMar 2017
Total AUM$140.9M
Discretionary$7.8M
Non-Disc.$133.1M
Employees3
Clients26
DateAug 2016
Total AUM$118.2M
Discretionary$7.1M
Non-Disc.$111.1M
Employees4
Clients26
DateJun 2016
Total AUM$118.2M
Discretionary$111.1M
Non-Disc.$7.1M
Employees4
Clients26
DateApr 2016
Total AUM$118.2M
Discretionary$111.1M
Non-Disc.$7.1M
Employees4
Clients26
DateMar 2016
Total AUM$112.3M
Discretionary$7.1M
Non-Disc.$105.2M
Employees4
Clients26
DateApr 2015
Total AUM$121.3M
Discretionary$8M
Non-Disc.$113.3M
Employees4
Clients26
DateMar 2015
Total AUM$121.3M
Discretionary$8M
Non-Disc.$113.3M
Employees4
Clients26