Other · $812m AUM
Chequers Financial Management LLC
Mandate & appetite
- Preferred strategies
- CoreCore-Plus
- Target geographies
- —
- Typical ticket
- —
- AUM
- $1.31B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Chequers Financial Management LLC is a fee-only financial advisory firm based in San Francisco, California. Founded in 2015, the firm specializes in comprehensive financial planning for high net worth and ultra-high net worth families, as well as corporate executives. Chequers manages $812 million in assets across over 1,000 accounts and serves a select group of clients annually, focusing on personalized financial solutions. The firm offers a range of services, including financial planning, portfolio management, and corporate executive services. Chequers emphasizes building long-term relationships with clients through tailored strategies in areas such as tax, estate, liquidity, and investment planning. With a commitment to exclusivity, the firm maintains a hand-selected clientele, ensuring dedicated service from its experienced advisors. Chequers is recognized as one of Newsweek's America's Top Financial Advisory Firms for 2025.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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