Skip to content
TC
RIA · CRD 105072SEC-Registered

Updated:

THE CHARTIST

THE CHARTIST is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-05-15, it reported...

Overview

THE CHARTIST is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-05-15, it reported regulatory assets under management of $169,706,684; 426 advisory accounts; 2 employees; services including Portfolio management for individuals and small businesses, Publication of periodicals or newsletters. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.

General information

Firm type

Registered Investment Adviser

Location

Region

North America

Country

United States

City

LONG BEACH

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research THE CHARTIST in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Registered Investment Adviser profiles