CHA Financial Advisors

Overview

CHA Financial Advisors is organized as a corporation and has been registered with the SEC since 1999. Ownership is identified as a combination of a domestic entity and an individual. Public filings classify the firm as “Unclassified” and indicate it does not act as a capital allocator. The dataset flags the firm as not being an active ESG investor, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The FINTRX record contains limited detail on the firm’s client segments, fee schedules, and specific advisory activities.

Assets & Accounts

Location & Offices