CHESAPEAKE FINANCIAL ADVISORS

401 Jefferson Avenue
Towson, Maryland 21286
Tel: 410-823-5442

About CHESAPEAKE FINANCIAL ADVISORS

CHESAPEAKE FINANCIAL ADVISORS, formally registered with the SEC as CHESAPEAKE FINANCIAL ADVISORS. The firm was established in 08/30/2017. They have over 3 offices throughout the country.

CHESAPEAKE FINANCIAL ADVISORS is a Towson, Maryland based Financial Planning firm with nearly $263,687,043 assets under management, offering retirement planning & investment advisory services to 1028 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120139
SEC#	801-111054
Assets Managed by Firm	$263,687,043
No. of Clients	1028
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1028	$263,687,043
Individuals (other than high net worth individuals)	178	$62,086,438
High net worth individuals	84	$190,539,855
Pension and profit sharing plans	22	$9,992,588
Charitable organizations	Fewer than 5 clients	$1,068,162

More Retirement Planning firms in Towson, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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