Montchanin Asset Management, LLC
Montchanin Asset Management, LLC (CRD# 304367) is a financial advisory firm headquartered in Montchanin, DE. They manage $107,634,563 in 104 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Montchanin Asset Management, LLC
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts104ACCOUNTS
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Average Account Value$1,034,948
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, PA
Financial Advisors at Montchanin Asset Management, LLC
1
William Dugdale (CRD# 4451086) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 6 years of experience in the finance industry.
2
Douglas McCoy (CRD# 4450939) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 7 years of experience in the finance industry.
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