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CHAPEL HILL INVESTMENT ANALYSTS INC

126 Mathews Street, Suite 1600
Greensburg, Pennsylvania 15601-6913
Tel: (724)830-2600

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About CHAPEL HILL INVESTMENT ANALYSTS INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109511
SEC#801-57548
Assets Managed by Firm$323,217,306
No. of Clients3514
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3514$323,217,306
Individuals (other than high net worth individuals)1326$300,137,032
High net worth individuals2$23,080,274

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