Chilmark Financial Advisors

Chilmark Financial Advisors (CRD# 125293) is a financial advisory firm headquartered in , . They manage $52,259,000 in 213 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $245,347
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

FL, NJ, NY

Financial Advisors at Chilmark Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James J. McDevitt
CRD#: 1066079
Miami, FL
93
Wealthminder
score

James McDevitt (CRD# 1066079) is an Investment Advisor Representative working at Chilmark Financial Advisors in Miami, FL and has over 21 years of experience in the finance industry.

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