TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

HTTP://WWW.TRAVERSOCHAMBERS.COM/ SANTA ROSA, CA Investment Advisor How do I update this listing?

Traverso Chambers Private Wealth Management is based out of Santa Rosa. Traverso Chambers Private Wealth Management is a large advisory firm with 269 clients and discretionary assets under management (AUM) of $299,419,000 (Form ADV from 2019-02-01). Their last reported 13F filing for Q4 2018 included $185,105,000 in managed 13F securities and a top 10 holdings concentration of 66.04%. Traverso Chambers Private Wealth Management's largest holding is Vanguard Short-Term Corporate Bond ETF with shares held of 262,458. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
917 MENDOCINO AVE
SANTA ROSA CA    95401
Country: United States

Business Phone: 707-523-1111
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 117,321,000
Total Number of Clients: 269
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018

Loading...

Elevate your investments