CHESAPEAKE INVESTMENT MANAGEMENT LLC

1501 Farm Credit Dr.
Suite 2450
Mclean, Virginia 22102
Tel: 202-821-1530

About CHESAPEAKE INVESTMENT MANAGEMENT LLC

CHESAPEAKE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as CHESAPEAKE INVESTMENT MANAGEMENT LLC. The firm was established in 02/21/2002. They have over 1 offices throughout the country.

CHESAPEAKE INVESTMENT MANAGEMENT LLC is a Mclean, Virginia based Financial Planning firm with nearly $160,000,000 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119010
SEC#	801-60951
Assets Managed by Firm	$160,000,000
No. of Clients	150
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	150	$160,000,000
High net worth individuals	146	$150,000,000
Charitable organizations	4	$10,000,000

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