CHESTNUT FUNDS, LLC

832 Georgia Ave.
Suite 221
Chattanooga, Tennessee 37402
Tel: 423-708-2178

About CHESTNUT FUNDS, LLC

CHESTNUT FUNDS, LLC, formally registered with the SEC as CHESTNUT FUNDS, LLC. The firm was established in 10/01/2020. They have over 1 offices throughout the country.

CHESTNUT FUNDS, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $159,584,053 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309949
SEC#	801-119567
Assets Managed by Firm	$159,584,053
No. of Clients	13
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$159,584,053

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