Chartwell Financial Management, Inc.
Chartwell Financial Management, Inc. (CRD# 124993) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $35,921,144 in 297 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Chartwell Financial Management, Inc.
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts297ACCOUNTS
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Average Account Value$120,947
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Chartwell Financial Management, Inc.
No Advisor Found.
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