Overview
Assets Under Management: $120 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 21
Average Client Assets: $4.7 million
Frequently Asked Questions
CHESTNUT STREET INVESTMENT COUNSEL, 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 #309741), CHESTNUT STREET INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
CHESTNUT STREET INVESTMENT COUNSEL, LLC is headquartered in LANCASTER, PA.
CHESTNUT STREET INVESTMENT COUNSEL, LLC serves 21 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, CHESTNUT STREET INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CHESTNUT STREET INVESTMENT COUNSEL, LLC manages $120 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, CHESTNUT STREET INVESTMENT COUNSEL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.58%
Average Client Assets: $4.7 million
Total Client Accounts: 225
Discretionary Accounts: 225
Regulatory Filings
CRD Number: 309741
Filing ID: 2047026
Last Filing Date: 2026-01-30 14:54:03