Chatterton & Associates

Overview

Chatterton & Associates is an SEC registered investment adviser based in Anaheim, CA, registered since 2004. It reports $1.3B in assets under management across 2,908 accounts, with 31 employees. It has 7 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

30%

Accounts

2,908

Average account

$457K

Employees

31

Advisory reps

7

Registered since

2004

Jurisdictions

14

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Robert D Chatterton Jr President CRD 2572846
• Donna Barbara Dimaria Chief Compliance Officer CRD 1406234

Advisory reps 3 of 7

• Robert Dewitie Chatterton Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2572846
• Robert Dewitte Chatterton III Registered Rep · Investment Adviser Rep CRD 7264214
• Teresa A De Luca Registered Rep · Investment Adviser Rep CRD 6192939

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3061 E La Palma Ave
Anaheim, CA 92806

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: chattertoninc.com

Every state, with registration dates

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