CHARTWELL INVESTMENT PARTNERS, LLC

1205 Westlakes Drive
Suite 100
Berwyn, Pennsylvania 19312
Tel: 610-296-1400

About CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL INVESTMENT PARTNERS, LLC, formally registered with the SEC as CHARTWELL INVESTMENT PARTNERS, LLC. The firm was established in 02/11/2014. They have over 1 offices throughout the country.

CHARTWELL INVESTMENT PARTNERS, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $12,309,970,991 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170335
SEC#	801-79127
Assets Managed by Firm	$12,309,970,991
No. of Clients	398
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	398	$12,309,970,991
Individuals (other than high net worth individuals)	58	$52,865,026
High net worth individuals	Fewer than 5 clients	$3,923,579
Pension and profit sharing plans	240	$5,960,699,007
Charitable organizations	17	$196,660,093
Corporations or other businesses	32	$1,149,214,617

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