CHEQUERS FINANCIAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 175209). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Megan Elise Gorman | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Edward James Kearney | MEMBER | — |
| Nicole Anne Tanenbaum | MEMBER | — |
| POWELL THOMAS EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| KEARNEY WILLIAM JAMES | MEMBER | — |
| POWELL MARK E | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GORMAN MEGAN ELISE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Tanenbaum Nicole Anne | MEMBER | — |
| Reed William Mccue | MEMBER | — |
| David Jeung Ow | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| IRVINE | CA | 2 | 415-964-5001 |
| IRVINE | CA | 2 | 415-964-5001 |
| MERIDIAN | ID | 1 | 415-964-5001 |
| MERIDIAN | ID | 1 | 415-964-5001 |