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CHANEY FINANCIAL SERVICES, INC.
CRD 145602
655 NORTH CENTRAL AVENUE, 17TH FLOOR, GLENDALE, CA, 91203, United States
Phone
626-768-0080
Fax
626-376-9240
Registration
— (—)
Source
State registered
Total AUM
$36.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $9.3M |
| High net worth individuals | 12 | $27.2M |
All web addresses on file
Official SEC filing: View on IAPD