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Chancellor Financial Group LP

● SEC registered since 2019CRD 159563SEC# 801-117707Wilkes-Barre, PA
Export (members)
Reg. AUM
$216.1M
Employees
8
Accounts
1,404
Location
Wilkes-Barre, PA

Chancellor Financial Group LP assets under management

Chancellor Financial Group LP is a registered investment adviser overseen by the SEC based in Wilkes-Barre, PA. The firm has been registered since 2019. It reports $216.1 million in regulatory assets under management and employs 8 people.
www.chancellorfinancialgroup.comView on SEC.gov ↗

Chancellor Financial Group LP owners & executives

3 reported
NameTitleOwnershipSince
Terrence Winston Casey ControlPresident And Chief Compliance Officer25-50%2012
Winston Capital Partners, LP ControlHolding Company50-75%2012
Terrence Winston Casey ControlManaging Partner50-75%2012

Frequently asked questions

How much does Chancellor Financial Group LP manage?

Chancellor Financial Group LP reports $216.1 million in regulatory assets under management on its Form ADV.

How many employees does Chancellor Financial Group LP have?

Chancellor Financial Group LP reports 8 employees.

Where is Chancellor Financial Group LP located?

Chancellor Financial Group LP is based in Wilkes-Barre, PA and has been SEC-registered since 2019.

Does Chancellor Financial Group LP disclose fund performance?

Chancellor Financial Group LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address60 Public Square, Suite 600, Wilkes-Barre, PA 18701
Phone(570) 822-4475
Fax(570) 822-4476
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$179.1M
Non-discretionary$37M
Total (RAUM)$216.1M