Falists
← Back to search

CHESTNUT STREET INVESTMENT COUNSEL, LLC

CRD 309741 · SEC 801-132055

Visit website

144 EAST CHESTNUT STREET, LANCASTER, PA, 17602, United States

Phone

717-947-3850

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.5M

Discretionary AUM

$119.5M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals64$20.8M
High net worth individuals21$98.7M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD