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CHESTNUT INVESTMENT ADVISORY
GEORGE TOTH, CFP
CRD 118582
402 BETHLEHEM PIKE, GLENSIDE, PA, 19038, United States
Phone
215-836-4880
Fax
215-836-1680
Registration
— (—)
Source
State registered
Total AUM
$17.4M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.7M |
| High net worth individuals | 5 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD