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CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP LP

CRD 159563 · SEC 801-117707

Visit website

60 PUBLIC SQUARE, SUITE 600, WILKES-BARRE, PA, 18701, United States

Phone

(570) 822-4475

Fax

(570) 822-4476

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$249.3M

Discretionary AUM

$176.4M

Team

9 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Partnership

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals1252$86.1M
High net worth individuals46$145.1M

States served

NJ, NY, NC, PA, FL

All web addresses on file

Official SEC filing: View on IAPD