Chartwell Financial Management, Inc.

Chartwell Financial Management, Inc. (CRD# 124993) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $23,736,270 in 363 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $65,389
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
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.

MI

Financial Advisors at Chartwell Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David R. Deleeuw
CRD#: 2820009
5464 Holiday Terrace, Kalamazoo, MI 49009
93
Wealthminder
score

David Deleeuw (CRD# 2820009) is an Investment Advisor Representative working at Chartwell Financial Management, Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.

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