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Building 2CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

Map pinPLANO, TX
Phone972-865-2225
NotebookSEC #801-65121
Total AUM
$277.8M
Employees
5
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4965 PRESTON PARK BLVD
STE 100
PLANO
TX 75093
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
972-865-2225

ReceiptFinancials

Total AUM
$277.8M
Accounts
370
Discretionary
$0
Accounts
0
Non-Discretionary
$277.8M
Accounts
370

ContactClients

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Individual Clients
92
AUM
$27M
HNW Individual Clients
55
AUM
$250.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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