B.R. Chamberlain & Sons, Inc. (Ocoee)

Name: B.R. Chamberlain & Sons, Inc.
Address: 2731 S. Maguire Rd, Ocoee, FL, 34761
Telephone: 407-656-2252

B.R. Chamberlain & Sons, Inc. is a large advisory firm based in Ocoee. It manages $559.26 million of regulatory assets for 4,860 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.

B.R. Chamberlain & Sons provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

B.R. Chamberlain & Sons: assets under management

The assets under management (AUM) of B.R. Chamberlain & Sons, Inc. is $559.26 million. The firm's AUM has grown by 3561% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $559.23 million in discretionary accounts and $30 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay B.R. Chamberlain & Sons, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at B.R. Chamberlain & Sons, Inc.

Peter Lynn Chamberlain has been acting as President since 1 Jan 1982. Angelo Anthony Alleca joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Lynn Chamberlain	President/owner/chief compliance officer	1 Jan 1982	75% - 100%	821379
Ben G Zoutendijk	Chief compliance officer	1 May 2006	Other	3130438
Angelo Anthony Alleca	Chief compliance officer	1 Aug 2006	Other	2326763
Sc Equity Group Inc	Direct owner	1 Aug 2006	75% - 100%	16-1575034

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Angelo Anthony Alleca	Principal	1 Oct 1997	75% - 100%	2326763

Based in Ocoee

The principal office where B.R. Chamberlain & Sons, Inc. performs its advisory services is located at 2731 S. Maguire Rd, Ocoee, FL 34761, 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 407-656-2252 or by fax 407-656-8116. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.itcflorida.com.