Chestnut Street Investment Counsel, LLC

Chestnut Street Investment Counsel, LLC (CRD# 309741) is a financial advisory firm headquartered in Lancaster, PA. They manage $62,257,359 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
144 East Chestnut Street, Lancaster, PA 17602
https://www.instagram.com/chestnut_street_ic/
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $527,605
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Chestnut Street Investment Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Heilig, financial advisor Lancaster PA
Richard P. Heilig
CRD#: 4347661
144 East Chestnut Street, Lancaster, PA 17602

Richard Heilig (CRD# 4347661) is an Investment Advisor Representative working at Chestnut Street Investment Counsel, LLC in Lancaster, PA and has 1 year of experience in the finance industry.

2
Beth Vulopas, financial advisor Lancaster PA
Beth A. Vulopas
CRD#: 7100150
144 East Chestnut Street, Lancaster, PA 17602

Beth Vulopas (CRD# 7100150) is an Investment Advisor Representative working at Chestnut Street Investment Counsel, LLC in Lancaster, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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