CRD: 292777
Chess Financial Planning LLC
Springvale, ME
2074324552
$8.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2018
- Office Locations
- 1
Office Locations
-- -- --
About Chess Financial Planning LLC
Chess Financial Planning LLC is a Springvale-based RIA. The firm has been operating for 8 years. Managing $8.9M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$240.5K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Atlas foundation Prime Beacon insight
Client Personas
Foundation momentum
Investment Themes
Legacy value
Investment Vehicles
Crest Crest
Services
Zenith alpha Foundation Vector timber Quantum quantum Atlas Prime
Owner & Executives
D
DAVID ROLAND MONGEAU
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #4441763
- Ownership
- 75% or more
(239) 315-4368
horizon.quantum@harborcapital.com
in linkedin.com/in/crest-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,900,000 | -- |
| Total | $8,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,900,000
Equity - Exchange:
9.0% Public Funds:
7.2% Cash:
16.4% U.S. Government/Agency:
17.7% Corporate - Investment Grade:
20.1% Corporate - Non-Investment Grade:
21.0% Municipal Bonds:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $527,181,358 | 9.0% |
| Public Funds | $421,745,086 | 7.2% |
| Cash | $960,641,585 | 16.4% |
| U.S. Government/Agency | $1,036,790,003 | 17.7% |
| Corporate - Investment Grade | $1,177,371,699 | 20.1% |
| Corporate - Non-Investment Grade | $1,230,089,835 | 21.0% |
| Municipal Bonds | $503,751,075 | 8.6% |
| Total | $5,857,570,641 | 100.0% |