CHASE INVESTMENT COUNSEL CORPORATION

350 Old Ivy Way, Suite 100
Charlottesville, Virginia 22903-4897
Tel: 434-293-9104

About CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORPORATION, formally registered with the SEC as CHASE INVESTMENT COUNSEL CORPORATION. The firm was established in 03/05/1964. They have over 1 offices throughout the country.

CHASE INVESTMENT COUNSEL CORPORATION is a Charlottesville, Virginia based Financial Planning firm with nearly $354,779,952 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104648
SEC#	801-3396
Assets Managed by Firm	$354,779,952
No. of Clients	110
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Other (PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	110	$354,779,952
Individuals (other than high net worth individuals)	42	$13,401,772
High net worth individuals	62	$239,003,406
Pension and profit sharing plans	1	$15,198,383
Charitable organizations	3	$16,720,149

More Retirement Planning firms in Charlottesville, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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