Cheplick John Alex (San Anselmo)


Cheplick John Alex is a large advisory firm based in San Anselmo. It manages $11.72 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001.

Cheplick John Alex provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cheplick John Alex: assets under management

The assets under management (AUM) of Cheplick John Alex is $11.72 million. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.27 million in discretionary accounts and $9.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $454.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $674.83 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cheplick John Alex for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Anselmo

The principal office where Cheplick John Alex performs its advisory services is located at 64 Legend Road, San Anselmo, CA 94960, 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 415-457-8008 or by fax 413-740-8440. The normal business hours are 6am - 2pm on Monday - Friday.

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