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Building 2CHESS FINANCIAL CORP

Map pinBEACHWOOD, OH
Phone216-831-2400
NotebookSEC #801-30569
Total AUM
$455.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25825 SCIENCE PARK DRIVE
SUITE 100
BEACHWOOD
OH 44122
United States
Operating Hours
8:30 AM TO 5:15 PM
Monday - Friday
Phone
216-831-2400

ReceiptFinancials

Total AUM
$455.4M
Accounts
645
Discretionary
$0
Accounts
0
Non-Discretionary
$455.4M
Accounts
645

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
TAX PLANNING AND COMPLIANCE, FINANCIAL CONSULTING AND FAMILY OFFICE ADMINISTRATION
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHPATX

HandshakeAffiliates

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

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