Advisor at Chandler Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chandler Asset Management Inc
Location
San Diego, CA 92121
Credentials
Series 63, Series 65
Industry experience
7 years
Michael Rasmussen is a financial advisor at Chandler Asset Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in both investment advisory and legal consulting roles, including serving as Chief Compliance Officer and General Counsel at Chandler Asset Management and maintaining a legal consulting practice through MRAS Legal & Consulting, PA. Chandler Asset Management is an employee-owned, SEC-registered investment adviser that manages fixed income and multi-asset portfolios primarily for institutional clients such as public agencies, healthcare institutions, and pension plans. The firm employs a conservative, risk-controlled investment approach and offers specialized services including ESG reporting and consolidated account reporting.
Based on Chandler Asset Management Inc
Based on Chandler Asset Management Inc
Based on Chandler Asset Management Inc
Consulting services fees may be fixed fees as agreed with client.
$0+: 0.15% annually (Fixed Income Portfolio Management, minimum $20 million) $0+: 0.25% annually (Multi Asset Class Portfolio Management, minimum $1 million)
Up to $500 per hour for consulting services.
Account minimum: $1,000,000 Fee-only: Consulting fees can be fixed fees or hourly up to $500/hour; no minimum fee for consulting services.
9255 Towne Centre Drive, Suite 600
San Diego, CA 92121
California
Chandler Distribution Services, LLC
2024 - Present (2 years)
Chandler Asset Management, Inc.
2024 - Present (2 years)
MRAS Legal & Consulting, PA (dba United Atlantic Legal Services)
2022 - Present (4 years)
Kore Advisors, LP
2021 - 2022 (1 year)
Dakota Wealth, LLC
2020 - 2021 (1 year)
Spearhead Capital Advisors, LLC
2017 - 2020 (3 years)
Spearhead Capital, LLC
2017 - 2020 (3 years)
NCS Regulatory Compliance
2016 - 2017 (1 year)
National Regulatory Services
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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