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Chambers, Richard Crafton (Menlo Park)


Chambers, Richard Crafton is a large advisory firm based in Menlo Park. It manages $106.62 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Chambers, Richard Crafton provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chambers, Richard Crafton: assets under management

The assets under management (AUM) of Chambers, Richard Crafton is $106.62 million. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.2 million in discretionary accounts and $40.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $882.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $499.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chambers, Richard Crafton for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Menlo Park

The principal office where Chambers, Richard Crafton performs its advisory services is located at 240 Menlo Oaks Drive, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-323-4706 or by fax 650-323-4701. The normal business hours are 9:30am to 4pm on Other. You can find more information about the New York firm at feesonly.com.


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