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CHAPIN DAVIS ASSET MANAGEMENT

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

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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

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 CLIENT

Firm CRD#:

28116

SEC#:

801-70987

No. of Clients:

684

Assets under Management

$417,434,640

No. of Advisors:

36

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