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Building 2CHESNEY & COMPANY

Map pinYEMASSEE, SC
Phone888-426-2193
NotebookSEC #801-66704
Total AUM
$40.1M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 DAIRY FARM ROAD
YEMASSEE
SC 29945
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
888-426-2193

ReceiptFinancials

Total AUM
$40.1M
Accounts
173
Discretionary
$29.1M
Accounts
142
Non-Discretionary
$11.1M
Accounts
31

ContactClients

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Individual Clients
11
AUM
$3.3M
HNW Individual Clients
13
AUM
$28M
Pooled Vehicle Clients
2
AUM
$956.6K
Pension/Profit Sharing Plan Clients
6
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

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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