Traverso Chambers Private Wealth Management is an investment advisor in Santa Rosa with $468.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271074339
SEC advisor number
801-112813
FINRA CRD number
294019
AUM ?
$553.11 mm
(as of 24 Jan 24)
Accounts
1,055
(as of 24 Jan 24)
Employees
6
(4 investment advisory or research)
Address
Traverso Chambers Private Wealth Management
917 MENDOCINO AVE
SANTA ROSA
CA 95401
917 MENDOCINO AVE
SANTA ROSA
CA 95401
Phone
7075231111
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21