Overview
Assets Under Management: $278 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 55
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.27
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 370
Non-Discretionary Accounts: 370
Regulatory Filings
CRD Number: 138524
Last Filing Date: 2024-09-10 00:00:00
Website: https://chapwoodinvestments.com