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Building 2CHESTNUT STREET INVESTMENT COUNSEL, LLC

Map pinLANCASTER, PA
Phone717-947-3850
NotebookSEC #801-132055
Total AUM
$119.5M
Employees
4
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 EAST CHESTNUT STREET
LANCASTER
PA 17602
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
717-947-3850

ReceiptFinancials

Total AUM
$119.5M
Accounts
225
Discretionary
$119.5M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$20.8M
HNW Individual Clients
21
AUM
$98.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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