Overview
Assets Under Management: $214 million
Headquarters: NEW HOPE, PA
High-Net-Worth Clients: 200
Average Client Assets: $916,080
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.54
Average High-Net-Worth Client Assets: $916,080
Total Client Accounts: 710
Discretionary Accounts: 710
Regulatory Filings
CRD Number: 313354
Last Filing Date: 2025-02-05 00:00:00
Website: https://chbinvestmentgroup.com