126 Mathews Street, Suite 1600
Greensburg, Pennsylvania 15601-6913
Tel: (724)830-2600
CHAPEL HILL INVESTMENT ANALYSTS INC, formally registered with the SEC as CHAPEL HILL INVESTMENT ANALYSTS INC. The firm was established in 06/06/2000. They have over 2 offices throughout the country.
CHAPEL HILL INVESTMENT ANALYSTS INC is a Greensburg, Pennsylvania based Financial Planning firm with nearly $323,217,306 assets under management, offering retirement planning & investment advisory services to 3514 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109511 |
SEC# | 801-57548 |
Assets Managed by Firm | $323,217,306 |
No. of Clients | 3514 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3514 | $323,217,306 |
Individuals (other than high net worth individuals) | 1326 | $300,137,032 |
High net worth individuals | 2 | $23,080,274 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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