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STUART CHAUSSÉE & ASSOCIATES, INC.

UUIDea7f3c67-1977-5a42-a0a1-e32e5eabda4e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 112105 112105 1.0
cik 0001653253 1653253
sec_file_number 801-110912 801-110912

Profile

Websitehttps://www.preservingwealth.com
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)407,851,243.0
  • RAUM (discretionary)403,525,302.0
  • Actionable assets335,534,849.0
  • Accounts473.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM335,534,849.0

As of 2025-04-09 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.