Overview
Assets Under Management: $381 million
Headquarters: GREENSBURG, PA
High-Net-Worth Clients: 3
Average Client Assets: $121 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.80
Average High-Net-Worth Client Assets: $121 million
Total Client Accounts: 3,603
Discretionary Accounts: 3,603
Regulatory Filings
CRD Number: 109511
Filing ID: 1941806
Last Filing Date: 2025-03-14 12:31:00
Website: https://chapelhillinvestment.com