Montchanin Asset Management, LLC

Montchanin Asset Management, LLC (CRD# 304367) is a financial advisory firm headquartered in Montchanin, DE. They manage $107,634,563 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

10 West Rockland Road, Montchanin, DE 19710

https://www.montchaninasset.com

By the Numbers

Total Assets Under Management

108

MILLION
Total Number of Accounts

104

ACCOUNTS
Average Account Value

$1,034,948

Compensation Options

A percentage of assets under your management

Advisory Services Offered

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.

DE, PA

Financial Advisors at Montchanin Asset Management, LLC

Showing 1 - 2 of 2 top financial advisors.

William K. Dugdale

CRD#: 4451086

10 West Rockland Road, Montchanin, DE 19710

William Dugdale (CRD# 4451086) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 6 years of experience in the finance industry.

Douglas C. McCoy

CRD#: 4450939

10 West Rockland Road, Montchanin, DE 19710

Douglas McCoy (CRD# 4450939) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 7 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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