Overview
Assets Under Management: $381 million
Headquarters: GREENSBURG, PA
High-Net-Worth Clients: 2
Average Client Assets: $10 million
Frequently Asked Questions
CHAPEL HILL INVESTMENT ANALYSTS INC 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 #109511), CHAPEL HILL INVESTMENT ANALYSTS INC is subject to fiduciary duty under federal law.
CHAPEL HILL INVESTMENT ANALYSTS INC is headquartered in GREENSBURG, PA.
CHAPEL HILL INVESTMENT ANALYSTS INC serves 2 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, CHAPEL HILL INVESTMENT ANALYSTS INC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CHAPEL HILL INVESTMENT ANALYSTS INC manages $381 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, CHAPEL HILL INVESTMENT ANALYSTS INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.20
Average High-Net-Worth Client Assets: $10 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