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CHILTON INVESTMENT SERVICES, LLC
STAMFORD, CT
203-352-4000
SEC #801-72833Total AUM
$8.2B
Employees
70Clients
1,906Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1290 EAST MAIN STREET 1ST FLOOR
STAMFORD
CT 06902
United States
STAMFORD
CT 06902
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Monday - Friday
Phone
203-352-4000
Other Offices
6
Financials
Total AUM
$8.2B
Accounts
2,247Discretionary
$7.9B
Accounts
1,299Non-Discretionary
$283.5M
Accounts
948
Clients
Individual Clients
1,172AUM
$2B
HNW Individual Clients
506AUM
$3.1B
Pooled Vehicle Clients
11AUM
$210.8M
Pension/Profit Sharing Plan Clients
5AUM
$133.3M
Charitable Organization Clients
72AUM
$433.2M
Corporation or Business Clients
139AUM
$2B
Other Clients
1AUM
$301.7M
Description of Other Clients
NATIVE AMERICAN TRIBE
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FAMILY OFFICE SERVICES FEES
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.