Chestnut Investment Advisory
Chestnut Investment Advisory (CRD# 118582) is a financial advisory firm headquartered in Glenside, PA. They manage $21,875,454 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Chestnut Investment Advisory
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$951,107
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Chestnut Investment Advisory
1
George Toth (CRD# 1024975) is an Investment Advisor Representative working at Chestnut Investment Advisory in Glenside, PA and has over 42 years of experience in the finance industry.
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