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Building 2CHARTWELL FAMILY OFFICE LLC

Map pinSOUTHPORT, CT
Phone203-259-4490
NotebookSEC #801-57049
Total AUM
$26.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
68 JOHN STREET
SOUTHPORT
CT 06490
USA
Operating Hours
7 AM THROUGH 6:30 PM
Monday - Friday
Phone
203-259-4490

ReceiptFinancials

Total AUM
$26.1M
Accounts
3
Discretionary
$26.1M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTIDNY

HandshakeAffiliates

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

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