Chapin Asset Management, Inc.

Chapin Asset Management, Inc. (CRD# 105999) is a financial advisory firm headquartered in Greenwich, CT. They manage $46,707,729 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,167,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, SC

Financial Advisors at Chapin Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald A. Sages
CRD#: 2365133
Greenwich, CT
96
Wealthminder
score

Ronald Sages (CRD# 2365133) is an Investment Advisor Representative working at Chapin Asset Management, Inc. in Greenwich, CT and has over 23 years of experience in the finance industry. Ronald Sages has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.