C
CRD: 128239
Chauche & Associates LLC
Germantown, MD
2409126871
$9.3M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
22 yrs Firm Age
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- 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. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$9.3M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
Prime momentum
Services
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Owner & Executives
P
PHILIP ALEXIS CHAUCHE
Chief Executive Officer, Owner
- CRD
- #4470748
- Ownership
- 75% or more
(588) 614-9263
pathway.eagle@oakcapital.com
in linkedin.com/in/beacon-prime
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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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