Overview
Assets Under Management: $214 million
Headquarters: NEW HOPE, PA
High-Net-Worth Clients: 200
Average Client Assets: $916,080
Frequently Asked Questions
CHB INVESTMENT GROUP, LLC 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 #313354), CHB INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
CHB INVESTMENT GROUP, LLC is headquartered in NEW HOPE, PA.
CHB INVESTMENT GROUP, LLC serves 200 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, CHB INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
CHB INVESTMENT GROUP, LLC manages $214 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, CHB INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
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