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CHATHAM WEALTH MANAGEMENT
10 Townsquare
Suite 100
Chatham, New Jersey 07928
Tel: 973-635-4275
About CHATHAM WEALTH MANAGEMENT
CHATHAM WEALTH MANAGEMENT, formally registered with the SEC as CHATHAM WEALTH MANAGEMENT. The firm was established in 12/05/2000. They have over 1 offices throughout the country.
CHATHAM WEALTH MANAGEMENT is a Chatham, New Jersey based Financial Planning firm with nearly $601,352,658 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111987 |
| SEC# | 801-58135 |
| Assets Managed by Firm | $601,352,658 |
| No. of Clients | 397 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 397 | $601,352,658 |
| Individuals (other than high net worth individuals) | 151 | $105,342,771 |
| High net worth individuals | 246 | $496,009,887 |
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