Chilmark Financial Advisors
Chilmark Financial Advisors (CRD# 125293) is a financial advisory firm headquartered in , . They manage $75,224,066 in 174 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Chilmark Financial Advisors
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$432,322
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY
Financial Advisors at Chilmark Financial Advisors
1
James McDevitt (CRD# 1066079) is an Investment Advisor Representative working at Chilmark Financial Advisors in Miami, FL and has over 28 years of experience in the finance industry.
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