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Building 2CHAPEL HILL INVESTMENT ANALYSTS INC

Map pinGREENSBURG, PA
Phone(724)830-2600
NotebookSEC #801-57548
Total AUM
$436M
Employees
3
Clients
1,411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 MATHEWS STREET, SUITE 1600
GREENSBURG
PA 15601-6913
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(724)830-2600
Other Offices
1

ReceiptFinancials

Total AUM
$436M
Accounts
3,973
Discretionary
$436M
Accounts
3,973
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,408
AUM
$407.9M
HNW Individual Clients
3
AUM
$28.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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