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3CHOPT INVESTMENT PARTNERS LLC
1801 Libbie Avenue; Suite 106
Richmond, Virginia 23226
Tel: 804-401-1840
About 3CHOPT INVESTMENT PARTNERS LLC
3CHOPT INVESTMENT PARTNERS LLC, formally registered with the SEC as 3CHOPT INVESTMENT PARTNERS LLC. The firm was established in 03/18/2022. They have over 1 offices throughout the country.
3CHOPT INVESTMENT PARTNERS LLC is a Richmond, Virginia based Financial Planning firm with nearly $628,525,063 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319125 |
| SEC# | 801-123462 |
| Assets Managed by Firm | $628,525,063 |
| No. of Clients | 412 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 412 | $628,525,063 |
| Individuals (other than high net worth individuals) | 91 | $25,433,212 |
| High net worth individuals | 320 | $596,360,052 |
| Charitable organizations | 1 | $6,731,799 |
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