Chartwell Financial Management, Inc.
Chartwell Financial Management, Inc. (CRD# 124993) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $27,726,799 in 332 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts332ACCOUNTS
Average Account Value$83,514
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
David Deleeuw (CRD# 2820009) is an Investment Advisor Representative working at Chartwell Financial Management, Inc. in Kalamazoo, MI and has over 7 years of experience in the finance industry.