Advisor at Chandler Asset Management Inc
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Firm
Chandler Asset Management Inc
Location
San Diego, CA 92121
Credentials
Series 66
Industry experience
2 years
Nicole Dragoo is a financial advisor at Chandler Asset Management Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Chandler Distribution Services, LLC since 2024. Chandler Asset Management, Inc. is an SEC-registered, employee-owned investment adviser specializing in fixed income and multi-asset portfolio management primarily for institutional clients such as public agencies, healthcare institutions, and pension plans. The firm employs a conservative, risk-controlled investment approach and manages approximately $41.6 billion in assets with a relatively small advisory staff.
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.
2001 - Present (25 years)
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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