Chartwell Investment Partners, LLC
Chartwell Investment Partners, LLC (CRD# 170335) is a financial advisory firm headquartered in Berwyn, PA. They manage $10,473,063,347 in 435 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
Chartwell Investment Partners, LLC
By the Numbers
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Total Assets Under Management10,473MILLION
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Total Number of Accounts435ACCOUNTS
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Average Account Value$24,076,008
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Financial Advisors at Chartwell Investment Partners, LLC
1
Peter Schofield (CRD# 2821987) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Berwyn, PA and has 1 year of experience in the finance industry.
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