C
CRD: 293233
Chisholm Financial Planning & Investments
Henderson, NY
3157714833
$47.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2018
- Office Locations
- 1
Office Locations
-- Henderson NY
About Chisholm Financial Planning & Investments
Chisholm Financial Planning & Investments is a Henderson-based RIA. The firm has been operating for 7 years. Managing $47.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$47.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
North
Client Personas
Element glacier
Investment Themes
Legacy Legacy
Investment Vehicles
Capital vector
Services
Atlas Alpha Quantum vector Crest optima Wave alpha
Owner & Executives
J
JENNIFER ERDMANN LOGAN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5776654
- Ownership
- 75% or more
(860) 665-4280
zenith.legacy@embercapital.com
in linkedin.com/in/vital-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,000,000 | -- |
| Total | $47,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,000,000
Equity - Exchange:
20.8% Cash:
25.2% Public Funds:
27.2% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $187,747,505 | 20.8% |
| Cash | $227,463,323 | 25.2% |
| Public Funds | $245,515,968 | 27.2% |
| U.S. Government/Agency | $241,905,440 | 26.8% |
| Total | $902,632,236 | 100.0% |