CHILTON INVESTMENT SERVICES, LLC

1290 East Main Street 1st Floor
Stamford, Connecticut 06902
Tel: 203-352-4000

About CHILTON INVESTMENT SERVICES, LLC

CHILTON INVESTMENT SERVICES, LLC, formally registered with the SEC as CHILTON INVESTMENT SERVICES, LLC. The firm was established in 10/25/2011. They have over 7 offices throughout the country.

CHILTON INVESTMENT SERVICES, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $5,887,144,000 assets under management, offering retirement planning & investment advisory services to 1952 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159306
SEC#	801-72833
Assets Managed by Firm	$5,887,144,000
No. of Clients	1952
No. of Advisors	61

Fee Structure

A percentage of AUM
Fixed fees
Other (FAMILY OFFICE SERVICES FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1952	$5,887,144,000
Individuals (other than high net worth individuals)	988	$1,268,793,000
High net worth individuals	439	$2,065,375,000
Pension and profit sharing plans	Fewer than 5 clients	$108,059,000
Charitable organizations	71	$292,916,000
Corporations or other businesses	137	$1,653,699,000

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