Overview
Assets Under Management: $539 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 13
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.13
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 741
Discretionary Accounts: 597
Non-Discretionary Accounts: 144
Regulatory Filings
CRD Number: 28116
Filing ID: 1976240
Last Filing Date: 2025-04-03 12:56:00
Website: https://chapindavis.com