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Building 2CHASE INVESTMENT COUNSEL CORPORATION

Map pinCHARLOTTESVILLE, VA
Phone434-293-9104
NotebookSEC #801-3396
Total AUM
$509.8M
Employees
7
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 OLD IVY WAY, SUITE 100
CHARLOTTESVILLE
VA 22903-4897
United States
Operating Hours
8:30 - 6:00
Monday - Friday
Phone
434-293-9104

ReceiptFinancials

Total AUM
$509.8M
Accounts
137
Discretionary
$386M
Accounts
136
Non-Discretionary
$123.8M
Accounts
1

ContactClients

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Individual Clients
54
AUM
$17.5M
HNW Individual Clients
76
AUM
$351.4M
Investment Company Clients
2
AUM
$101.5M
Pension/Profit Sharing Plan Clients
1
AUM
$17.1M
Charitable Organization Clients
1
AUM
$22.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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

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