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Home > Retirement Planners > pennsylvania > new hope > CHB INVESTMENT GROUP, LLC
CHB INVESTMENT GROUP, LLC
31 North Main Street
New Hope, Pennsylvania 18938
Tel: 215-862-6900
About CHB INVESTMENT GROUP, LLC
CHB INVESTMENT GROUP, LLC, formally registered with the SEC as CHB INVESTMENT GROUP, LLC. The firm was established in 04/19/2021. They have over 1 offices throughout the country.
CHB INVESTMENT GROUP, LLC is a New Hope, Pennsylvania based Financial Planning firm with nearly $214,181,562 assets under management, offering retirement planning & investment advisory services to 710 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313354 |
| SEC# | 801-120852 |
| Assets Managed by Firm | $214,181,562 |
| No. of Clients | 710 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 710 | $214,181,562 |
| Individuals (other than high net worth individuals) | 133 | $26,674,746 |
| High net worth individuals | 200 | $183,216,190 |
| Charitable organizations | 1 | $159,152 |
| Corporations or other businesses | 4 | $4,131,474 |
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|---|---|---|---|
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