Adviser Profile
| As of Date | 07/10/2024 |
| Registration status | Registration Changed to EHRENBERG CHESLER INVESTMENT ADVISORS LLC |
| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 107,870,903 -17% |
| of that, discretionary | 107,870,903 -17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,074,440 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BRITTS & ASSOCIATES LLP | Filing Date03/27/2024 | Form ADV-E View Report |
| Accounting Firm Name BRITTS & ASSOCIATES LLP | Filing Date03/24/2023 | Form ADV-E View Report |
| Accounting Firm Name BRITTS & ASSOCIATES LLP | Filing Date03/21/2023 | Form ADV-E View Report |