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Building 2CHAPIN DAVIS ASSET MANAGEMENT

Map pinBALTIMORE, MD
Phone410-435-3200
NotebookSEC #801-70987
Total AUM
$642.8M
Employees
26
Clients
555

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1411 CLARKVIEW ROAD
BALTIMORE
MD 21209
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
410-435-3200
Other Offices
13

ReceiptFinancials

Total AUM
$642.8M
Accounts
779
Discretionary
$552.1M
Accounts
658
Non-Discretionary
$90.6M
Accounts
121

ContactClients

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Individual Clients
524
AUM
$439.3M
HNW Individual Clients
19
AUM
$191.6M
Pension/Profit Sharing Plan Clients
5
AUM
$7.5M
Corporation or Business Clients
7
AUM
$4.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
COCTDCDEFLILMAMDNCNJNYPASCTNTXVA

HandshakeAffiliates

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

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