The Chadwick Group, Inc.
The Chadwick Group, Inc. (CRD# 297319) is a financial advisory firm headquartered in , . They manage $33,946,107 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Chadwick Group, Inc.
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$3,771,790
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at The Chadwick Group, Inc.
1
Joseph Chadwick (CRD# 721588) is an Investment Advisor Representative working at The Chadwick Group, Inc. in Cockeysville, MD and has over 24 years of experience in the finance industry.
2
Elizabeth Blight (CRD# 7125527) is an Investment Advisor Representative working at The Chadwick Group, Inc. in Cockeysville, MD and has over 4 years of experience in the finance industry.
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