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Building 2CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.

Map pinANNAPOLIS, MD
Phone410-974-0410
NotebookSEC #801-61386
Total AUM
$33.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
588 BELLERIVE RD
SUITE 1C
ANNAPOLIS
MD 21409
USA
Operating Hours
8:30-4:30
Monday - Friday
Phone
410-974-0410

ReceiptFinancials

Total AUM
$33.1M
Accounts
200
Discretionary
$0
Accounts
0
Non-Discretionary
$33.1M
Accounts
200

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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