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Building 2MONTCHANIN ASSET MANAGEMENT, LLC

Map pinMONTCHANIN, DE
Phone302-652-3101
NotebookSEC #801-124868
Total AUM
$120.8M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 WEST ROCKLAND ROAD
MONTCHANIN
DE 19710
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
302-652-3101

ReceiptFinancials

Total AUM
$120.8M
Accounts
100
Discretionary
$120.8M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$10.2M
HNW Individual Clients
32
AUM
$110.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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