Chamberlain Group Financial Services Information

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Summary

Chamberlain Group Financial Services is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Irvine, California, USA. The number of employees ranges from 250 to 500. The annual revenue of Chamberlain Group Financial Services varies between 10M and 50M. To connect with Chamberlain Group Financial Services employee register on SignalHire.

Websitecgwealth.com
Social Links
linkedIn
Phone Number(949) 553-0313
Industries
Headquarters address2050 Main Street, Suite 950, Irvine, CA, 92614 US
Company Size10-50 employees
SpecialtiesFinancial Planning, Insurance, Investments, Estate Planning, Investment Management, Investment Advisory, Executive Benefits, Retirement Plans, Non-qualified Plans, Succession Planning
SIC Code6199, 6189
DMA CodeLos Angeles Metropolitan Area
Founded1975
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2013Privately
Held
25 - 100 1.9M $0
-Partnership 25 - 100 3.8M $0
2015Privately
Held
1-10 10.7M $0
2016- 10-50 5.7M $-

Workforce Turnover

Corporate Tenure Analytics

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Workforce Experience Insights

6% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years9% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years67% have been with the company for more than 11 years
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Kimi Kawaguchi
Kimi KawaguchiExecutive Assistant to the CEO
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Brad Opel
Brad OpelVice President Global Business Development
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Chris Roberts
Chris RobertsExecutive Director | Corporate Services
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Andy Kane OBE PhD FCA
Andy Kane OBE PhD FCAChairman Advisory Board
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Shannon Hurley
Shannon HurleyExecutive Assistant
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Shannon Hurley
Shannon HurleyOffice Administrator
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Andy Kane OBE PhD
Andy Kane OBE PhDChairman Advisory Board
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Megan Collins
Megan CollinsDirector Of New Business
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Chad Neault
Chad NeaultChief Investment Officer
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Horacio Otero
Horacio OteroPurchasing Manager
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Cameron Jalbert
Cameron JalbertChartered Financial Consultant®, ChFC® Wealth Advisor
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Ariana “Ari” Beckett
Ariana “Ari” BeckettPerformance Analyst, Alternative Investment Funds
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Javier Campos
Javier CamposHuman Resources Generalist
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Sydney Shedwill
Sydney ShedwillWealth Management Associate
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Ivanna Gabriela Castillo Verdugo
Ivanna Gabriela Castillo VerdugoSenior Human Resources Specialist
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Matthew Bartlett
Matthew BartlettField Service Technician
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FAQ

Chamberlain Group Financial Services operates in the Finance industries. More details can be found on the official website: cgwealth.com.
Chamberlain Group Financial Services has offices located in Irvine, US.
The headquarters of Chamberlain Group Financial Services are located in Irvine, United States.
You can contact Chamberlain Group Financial Services by phone at (949) 553-0313.
Chamberlain Group Financial Services currently employs 10-50 people.
Chamberlain Group Financial Services's revenue is approximately 17M.
Well-known competitors of Chamberlain Group Financial Services include Evermont Wealth, Dean Roland Russell, Clayton Financial Group and Willow Risk Advisors.

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