Overview
Assets Under Management: $141 million
High-Net-Worth Clients: 39
Average Client Assets: $3.1 million
Frequently Asked Questions
CHESNEY & COMPANY 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 #130644), CHESNEY & COMPANY is subject to fiduciary duty under federal law.
CHESNEY & COMPANY serves 39 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, CHESNEY & COMPANY offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
CHESNEY & COMPANY manages $141 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, CHESNEY & COMPANY serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.22%
Average Client Assets: $3.1 million
Total Client Accounts: 371
Discretionary Accounts: 269
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 130644
Filing ID: 1186192
Last Filing Date: 2018-03-29 13:13:00