Chamberlain Consulting Group, LLC is an adviser based in Irvine. It manages $36.66 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Chamberlain Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chamberlain Consulting Group, LLC is $36.66 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chamberlain Consulting Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael John Kiley has been acting as President since 1 Jan 1999. Dana Marie Kiley joined the executive team most recently as the Chief Operating Officer.
The principal office where Chamberlain Consulting Group, LLC performs its advisory services is located at 2301 Dupont Drive, Suite 460, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-553-0313 or by fax 949-975-1955. The normal business hours are 8:30am to 5pm on Monday - Friday. You can find more information about the New York firm at www.cgwealth.com.