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).
Total Assets Under Management47MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$1,167,693
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.