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Building 2CHARTERED ADVISORY GROUP

Map pinCHADDS FORD, PA
Phone610-459-8872
NotebookSEC #801-72496
Total AUM
$127.7M
Employees
6
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 COMMONS COURT
CHADDS FORD
PA 19317
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-459-8872
Other Offices
1

ReceiptFinancials

Total AUM
$127.7M
Accounts
761
Discretionary
$49.7M
Accounts
322
Non-Discretionary
$78M
Accounts
439

ContactClients

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Individual Clients
263
AUM
$97.9M
HNW Individual Clients
20
AUM
$29.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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