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Chauche & Associates LLC

Chauche & Associates LLC. CRD 128239

C

CRD: 128239

Chauche & Associates LLC

(240) 912-6871
$9.3M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
--
Clients
--
Platforms
--
Established Date
10-30-2003
Office Locations
1

Office Locations

-- Germantown MD

About Chauche & Associates LLC

Chauche & Associates LLC is a Germantown-based RIA. The firm has been operating for 22 years. Managing $9.3M in total assets under management, with 1 advisory representatives.

Reported data analysis

What the numbers show

Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.

The firm reports 1 advisory representatives and 1 clients, or 1 clients per representative. That equates to $9.3M in reported AUM per client.

The profile lists 1 reported office location and 22 years in operation. The source data was last updated on April 2, 2015. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$9.3M AVG AUM / ADVISOR
$9.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Additional firm insights

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Available data coverage

  • Investment Themes
  • Investment Vehicles
  • Services

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The full Chauche & Associates LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.

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Owner & Executives

P

PHILIP ALEXIS CHAUCHE

Chief Executive Officer, Owner

CRD
#4470748
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,918,169 --
Non-Discretionary $429,540 --
Total $9,347,709 --

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