CHANCELLOR FINANCIAL GROUP LP
Legal name: CHANCELLOR FINANCIAL GROUP WB LP
CRD #159563 SEC #801-117707 WILKES-BARRE, PA (570) 822-4475
SEC Registered
Total AUM
$216.1M
Discretionary
$179.1M
Employees
8
Clients
0
Accounts
1,404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $216.1M | $179.1M | $37M | 8 | 0 |
| Mar 2025 | $216.1M | $179.1M | $37M | 8 | 0 |
| Feb 2024 | $182.1M | $116M | $66.1M | 10 | 0 |
| Feb 2024 | $182.1M | $116M | $66.1M | 10 | 0 |
| Mar 2023 | $159.2M | $114.6M | $44.6M | 9 | 0 |
| Nov 2022 | $184.7M | $132.4M | $52.3M | 7 | 0 |
| Nov 2022 | $184.7M | $132.4M | $52.3M | 7 | 0 |
| Oct 2022 | $184.7M | $132.4M | $52.3M | 7 | 0 |
| Oct 2022 | $184.7M | $132.4M | $52.3M | 7 | 0 |
| Feb 2022 | $184.7M | $132.4M | $52.3M | 8 | 0 |
| Feb 2022 | $160.1M | $118.2M | $41.9M | 7 | 0 |
| Apr 2021 | $160.1M | $118.2M | $41.9M | 7 | 0 |
| Mar 2021 | $160.1M | $118.2M | $41.9M | 7 | 0 |
| Jun 2020 | $125.2M | $98.1M | $27.1M | 7 | 0 |
| Mar 2020 | $125.2M | $98.1M | $27.1M | 7 | 0 |
| Dec 2019 | $106.3M | $85.4M | $20.9M | 7 | 0 |
| Oct 2019 | $106.3M | $85.4M | $20.9M | 7 | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$216.1M
Discretionary$179.1M
Non-Disc.$37M
Employees8
Clients0
DateMar 2025
Total AUM$216.1M
Discretionary$179.1M
Non-Disc.$37M
Employees8
Clients0
DateFeb 2024
Total AUM$182.1M
Discretionary$116M
Non-Disc.$66.1M
Employees10
Clients0
DateFeb 2024
Total AUM$182.1M
Discretionary$116M
Non-Disc.$66.1M
Employees10
Clients0
DateMar 2023
Total AUM$159.2M
Discretionary$114.6M
Non-Disc.$44.6M
Employees9
Clients0
DateNov 2022
Total AUM$184.7M
Discretionary$132.4M
Non-Disc.$52.3M
Employees7
Clients0
DateNov 2022
Total AUM$184.7M
Discretionary$132.4M
Non-Disc.$52.3M
Employees7
Clients0
DateOct 2022
Total AUM$184.7M
Discretionary$132.4M
Non-Disc.$52.3M
Employees7
Clients0
DateOct 2022
Total AUM$184.7M
Discretionary$132.4M
Non-Disc.$52.3M
Employees7
Clients0
DateFeb 2022
Total AUM$184.7M
Discretionary$132.4M
Non-Disc.$52.3M
Employees8
Clients0
DateFeb 2022
Total AUM$160.1M
Discretionary$118.2M
Non-Disc.$41.9M
Employees7
Clients0
DateApr 2021
Total AUM$160.1M
Discretionary$118.2M
Non-Disc.$41.9M
Employees7
Clients0
DateMar 2021
Total AUM$160.1M
Discretionary$118.2M
Non-Disc.$41.9M
Employees7
Clients0
DateJun 2020
Total AUM$125.2M
Discretionary$98.1M
Non-Disc.$27.1M
Employees7
Clients0
DateMar 2020
Total AUM$125.2M
Discretionary$98.1M
Non-Disc.$27.1M
Employees7
Clients0
DateDec 2019
Total AUM$106.3M
Discretionary$85.4M
Non-Disc.$20.9M
Employees7
Clients0
DateOct 2019
Total AUM$106.3M
Discretionary$85.4M
Non-Disc.$20.9M
Employees7
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0