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Chalten Fee-Only Advisors Logo
Chalten Fee-Only Advisors CB Rank
1778204
Heat Score
60
Chalten Advisors offers fee-only financial planning and investment management services, focusing on unbiased financial advice.
Founded
obfuscation
Private Vancouver, British Columbia, Canada1-10 chaltenadvisors.com
Advice
Finance
Overview

Chalten Fee-Only Advisors
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-26 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Chalten Fee-Only Advisors

CB Rank
1778204
Chalten Advisors offers fee-only financial planning and investment management services, focusing on unbiased financial advice.
Founded
obfuscation
Private Vancouver, British Columbia, Canada1-10 chaltenadvisors.com
Advice
Finance

Details

Legal Name Chalten Fee-Only Advisors Ltd.
Operating Status Active
Company Type For Profit
About the Company

Chalten Advisors provides fee-only financial planning and investment management services. The firm focuses on offering unbiased financial advice without the influence of commissions from investment product providers. Chalten Advisors aims to help clients achieve their financial goals through personalized portfolio management and comprehensive

financial planning. The company is co-founded by Alexa and Graham Bodel and serves clients primarily in Vancouver.

Phone Number 1-604 922-7880
Contact Email info@chaltenadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fee-Only Financial Planning
A service providing unbiased financial planning advice without commissions or product sales incentives.
Investment Management Services
A service managing clients' investment portfolios aligned with their risk tolerance and financial objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$81.4KThis year, Chalten Fee-Only Advisors is projected to spend $81.4K on IT, according to Aberdeen.

Active Website Tech Count

10Chalten Fee-Only Advisors is actively using 10 technologies for its website, according to BuiltWith. These include Euro, DNSSEC, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Chalten Fee-Only Advisors's headquarters? Chalten Fee-Only Advisors is located in Vancouver, British Columbia, Canada.Who are Chalten Fee-Only Advisors's competitors? Alternatives and possible competitors to Chalten Fee-Only Advisors may include Mariner Wealth Advisors, Facet, and  Harness Wealth.
Who We Are
What We Do
Helpful Links
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