Overview
Assets Under Management: $131 million
Headquarters: CHAGRIN FALLS, OH
High-Net-Worth Clients: 2
Average Client Assets: $59 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.75
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 449
Non-Discretionary Accounts: 449
Regulatory Filings
CRD Number: 122655
Filing ID: 1943441
Last Filing Date: 2025-03-07 11:49:00
Website: https://chapmanadvisors.com