Overview
Assets Under Management: $112 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 17
Average Client Assets: $3.3 million
Frequently Asked Questions
CHIPCO ASSET MANAGEMENT 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 #106820), CHIPCO ASSET MANAGEMENT is subject to fiduciary duty under federal law.
CHIPCO ASSET MANAGEMENT is headquartered in NEW YORK, NY.
CHIPCO ASSET MANAGEMENT serves 17 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, CHIPCO ASSET MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CHIPCO ASSET MANAGEMENT manages $112 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, CHIPCO ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.64%
Average Client Assets: $3.3 million
Total Client Accounts: 43
Discretionary Accounts: 43
Regulatory Filings
CRD Number: 106820
Filing ID: 1176259
Last Filing Date: 2018-02-22 12:14:00