Investment adviser · CRD 106225

CHESS FINANCIAL CORP

Investment adviser filing (IA)

BEACHWOOD, OH, United States · Form ADV filed Nov 7, 2011

Regulatory AUM
$455M
Form ADV · Item 5.F
Client accounts
645
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 7, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Fixed

Principal office

25825 SCIENCE PARK DRIVE, SUITE 100
BEACHWOOD, OH, 44122, United States

CRD 106225

Filing source

Form ADV 588818 · Nov 7, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.