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Building 2CHAPMAN & CHAPMAN ADVISORS LLC

Map pinCHAGRIN FALLS, OH
Phone440-287-7603
NotebookSEC #801-121327
Total AUM
$145.6M
Employees
3
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 RIVER STREET
SUITE 3
CHAGRIN FALLS
OH 44022
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
440-287-7603

ReceiptFinancials

Total AUM
$145.6M
Accounts
473
Discretionary
$0
Accounts
0
Non-Discretionary
$145.6M
Accounts
473

ContactClients

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Individual Clients
266
AUM
$133.7M
HNW Individual Clients
2
AUM
$11M
Charitable Organization Clients
1
AUM
$67K
Corporation or Business Clients
1
AUM
$880.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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