TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 294019). Regulatory assets under management: $553.1M.
Registration
- CRD: 294019
- SEC file number: 801-112813
- Type: Registered investment adviser
- Location: 917 MENDOCINO AVE, SANTA ROSA, CA, 95401
- Phone: 707-523-1111
- Latest filing: 2024-01-24
- Regulatory AUM: $553.1M
- Discretionary AUM: $552.1M
- Non-discretionary AUM: $1.0M
- Clients: 6
- Accounts: 1,055
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| TRAVERSO MARC ANTHONY | MANAGING MEMBER | — |
| CHAMBERS TIMOTHY ALLEN | MANAGING MEMBER | — |
| NAY AUDRA CHRISTINE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
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