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- Custodian
- SSG
- Clients
- Retail
- Platforms
- Ridge alphaGlacier peak +more
- Established Date
- 09-21-2009
- Office Locations
- 1
Office Locations
About Chieco Capital Management, LLC
Chieco Capital Management, LLC is an independent, fee-only RIA providing financial planning and wealth management for individuals and families, emphasizing tax-advantaged strategies for retirement, education, and estate planning. Portfolios are tailored to client goals, risk, and time horizon and commonly utilize ETFs. The firm acts as a fiduciary and does not receive commissions; custody includes Shareholders Service Group (SSG).
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Owner & Executives
DAVID JONATHAN CHIECO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5664351
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,524,135 | -- |
| Non-Discretionary | $4,731,972 | -- |
| Total | $9,256,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,256,107
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $309,808,621 | 36.1% |
| Other | $313,241,403 | 36.5% |
| Cash | $235,145,602 | 27.4% |
| Total | $858,195,626 | 100.0% |