Overview
Assets Under Management: $601 million
Headquarters: CHATHAM, NJ
High-Net-Worth Clients: 246
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 397
Discretionary Accounts: 397
Regulatory Filings
CRD Number: 111987
Filing ID: 2001137
Last Filing Date: 2025-07-01 10:34:00
Website: https://chathamwealth.com