Overview
Assets Under Management: $160 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 391
Average Client Assets: $501,278
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 391
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.15
Average High-Net-Worth Client Assets: $501,278
Total Client Accounts: 150
Discretionary Accounts: 150
Regulatory Filings
CRD Number: 119010
Last Filing Date: 2024-03-22 00:00:00
Website: https://chesapeakeim.com