CRD: 309741
Chestnut Street Investment Counsel, LLC
$119.5M Total AUM
$119.5M Disc. AUM
-- 3Y CAGR
4 Employees
85 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
144 East Chestnut Street Lancaster PA
About Chestnut Street Investment Counsel, LLC
Chestnut Street Investment Counsel, LLC is an independent, fee-only RIA in Lancaster, PA providing discretionary investment management and standalone financial planning. The firm emphasizes a long-term, preservation-and-growth approach and acts as a fiduciary. Portfolios are primarily ETF-based, with custody through firms such as Schwab and Vanguard.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BETH ANN VULOPAS
Chief Compliance Officer, Principal
- CRD
- #7100150
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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MATEUSZ Jan ATLASIK
Analyst, Portfolio Manager
- CRD
- #6896259
Available
Available
Available
R
RICHARD PAUL HEILIG
Portfolio Manager
- CRD
- #4347661
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,527,897 | $531,235 |
| Non-Discretionary | $0 | -- |
| Total | $119,527,897 | $531,235 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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