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Home > Retirement Planners > texas > plano > CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
4965 Preston Park Blvd
Ste 100
Plano, Texas 75093
Tel: 972-865-2225
About CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC. The firm was established in 01/12/2006. They have over 1 offices throughout the country.
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC is a Plano, Texas based Financial Planning firm with nearly $277,824,194 assets under management, offering retirement planning & investment advisory services to 370 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138524 |
| SEC# | 801-65121 |
| Assets Managed by Firm | $277,824,194 |
| No. of Clients | 370 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 370 | $277,824,194 |
| Individuals (other than high net worth individuals) | 92 | $27,041,609 |
| High net worth individuals | 55 | $250,782,585 |
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