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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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