MONTCHANIN ASSET MANAGEMENT, LLC

10 West Rockland Road
Montchanin, Delaware 19710
Tel: 302-652-3101

About MONTCHANIN ASSET MANAGEMENT, LLC

MONTCHANIN ASSET MANAGEMENT, LLC, formally registered with the SEC as MONTCHANIN ASSET MANAGEMENT, LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.

MONTCHANIN ASSET MANAGEMENT, LLC is a Montchanin, Delaware based Financial Planning firm with nearly $107,634,563 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304367
SEC#	801-124868
Assets Managed by Firm	$107,634,563
No. of Clients	104
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	104	$107,634,563
Individuals (other than high net worth individuals)	31	$10,125,285
High net worth individuals	34	$97,509,278

More Retirement Planning firms in Montchanin, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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