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Building 23CHOPT INVESTMENT PARTNERS LLC

Map pinRICHMOND, VA
Phone804-401-1840
NotebookSEC #801-123462
Total AUM
$889.4M
Employees
7
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 LIBBIE AVENUE; SUITE 106
RICHMOND
VA 23226
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
804-401-1840

ReceiptFinancials

Total AUM
$889.4M
Accounts
645
Discretionary
$883.6M
Accounts
639
Non-Discretionary
$5.8M
Accounts
6

ContactClients

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Individual Clients
91
AUM
$21.7M
HNW Individual Clients
144
AUM
$864.2M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCSCTXVA

HandshakeAffiliates

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

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