Overview
Assets Under Management: $115 million
Headquarters: CHADDS FORD, PA
High-Net-Worth Clients: 25
Average Client Assets: $4.1 million
Frequently Asked Questions
BASSETT HARGROVE INVESTMENT COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133580), BASSETT HARGROVE INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
BASSETT HARGROVE INVESTMENT COUNSEL, LLC is headquartered in CHADDS FORD, PA.
BASSETT HARGROVE INVESTMENT COUNSEL, LLC serves 25 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, BASSETT HARGROVE INVESTMENT COUNSEL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BASSETT HARGROVE INVESTMENT COUNSEL, LLC manages $115 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, BASSETT HARGROVE INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.30%
Average Client Assets: $4.1 million
Total Client Accounts: 51
Discretionary Accounts: 51
Regulatory Filings
CRD Number: 133580
Filing ID: 1953937
Last Filing Date: 2025-03-21 13:00:00