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Building 2CHATHAM WEALTH MANAGEMENT

Map pinCHATHAM, NJ
Phone973-635-4275
NotebookSEC #801-58135
Total AUM
$642.9M
Employees
6
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 TOWNSQUARE
SUITE 100
CHATHAM
NJ 07928
United States
Operating Hours
9:00 AM. TO 5:00 P.M.
Monday - Friday
Phone
973-635-4275

ReceiptFinancials

Total AUM
$642.9M
Accounts
622
Discretionary
$642.9M
Accounts
622
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$69.9M
HNW Individual Clients
378
AUM
$572.6M
Charitable Organization Clients
1
AUM
$305K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLNCNHNJNYORPASCTX

HandshakeAffiliates

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

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