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CHAPMAN & CHAPMAN ADVISORS LLC
33 River Street
Suite 3
Chagrin Falls, Ohio 44022
Tel: 440-287-7603
About CHAPMAN & CHAPMAN ADVISORS LLC
CHAPMAN & CHAPMAN ADVISORS LLC, formally registered with the SEC as CHAPMAN & CHAPMAN ADVISORS LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
CHAPMAN & CHAPMAN ADVISORS LLC is a Chagrin Falls, Ohio based Financial Planning firm with nearly $114,598,529 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122655 |
| SEC# | 801-121327 |
| Assets Managed by Firm | $114,598,529 |
| No. of Clients | 385 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 385 | $114,598,529 |
| Individuals (other than high net worth individuals) | 163 | $96,584,979 |
| High net worth individuals | 2 | $15,855,835 |
| Pension and profit sharing plans | 1 | $600,278 |
| Charitable organizations | 1 | $77,883 |
| Corporations or other businesses | 3 | $1,479,554 |
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|---|---|---|---|
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