C
CRD: 118582
Chestnut Investment Advisory
$17.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
12 ADV. Clients
38 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-1988
- Office Locations
- 1
Office Locations
402 Bethlehem Pike Glenside PA
About Chestnut Investment Advisory
Chestnut Investment Advisory is a Glenside, PA-based boutique RIA serving retail clients, including entrepreneurs, with integrated financial planning and portfolio management alongside tax/estate and insurance planning. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GEORGE TOTH
President
- CRD
- #1024975
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,351,212 | -- |
| Total | $17,351,212 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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