CHAPIN DAVIS ASSET MANAGEMENT - Financial Advisor in Maryland, Baltimore

Tel: 410-435-3200 1411 Clarkview Road Baltimore, Maryland 21209

About CHAPIN DAVIS ASSET MANAGEMENT

CHAPIN DAVIS ASSET MANAGEMENT is a Baltimore, Maryland based financial advisory firm with nearly $417,434,640 in assets under management and provides investment advisory services for 684 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

28116

Firm SEC#:

801-70987

Assets Under Management:

$417,434,640

No. of Clients:

684

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Commission Based, Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)

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