Falists
← Back to search

THE CHARTIST

CHARTIST INC

CRD 105072 · SEC 801-11714

Visit website

6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA, 90803, United States

Phone

562-596-2385

Fax

562-596-1280

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$169.7M

Discretionary AUM

$169.7M

Team

2 total employees; 2 advisory reps; 426 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Subscription fees

Org form

Corporation

Filing date

2026-05-15

Disciplinary history

No

Services

Portfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals426$169.7M

States served

CA, MA, NY, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD