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Theodore Louis Fern

Churchill Management Group

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About Theodore Louis Fern

Theodore Louis Fern is an investment advisor representative associated with Churchill Management Group. Theodore has been with Churchill Management Group since December 1996. Theodore is registered with the state of California. Theodore has passed the Uniform Investment Adviser Law Examination and the General Securities Representative Examination. The firm primarily provides portfolio management for businesses, individuals, and pooled investment vehicles. The firm also offers financial planning.

Firm Information

Theodore Fern is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theodore Fern’s Registration & Firm History

CA

12/03/2004 - Present

Churchill Management Group (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 01/12/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Louis Fern.
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