Kyle Perry is a registered investment advisor at Chandler Asset Management INC, based in Denver, CO, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 758 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$41.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location

1875 Lawrence St, Suite 920, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Chandler Asset Management INC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Finalis Securities LLCBroker
June 2024 - July 2024 · 1 mo
Fbl Wealth Management, LLC
May 2022 - June 2023 · 1 yr 1 mo
Fbl Marketing Services, LLCBroker
December 2021 - June 2023 · 1 yr 6 mos
State Registrations7 states
CACOMTNVORUTWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.