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| Keyboard |
| Chelsea Advisory Services Inc
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|---|---|
| CRD # | 150791 |
| SEC # | 801-112349 |
| CIK # | |
| AUM | 147.4 M (2026-03-06) |
| Employees | 30 (83% Investors, 83% Brokers) |
| Phone | 718-967-8400 |
| Address | 242 Main Street Staten Island, NY 10307 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 506 | 123.4 |
| (b) Individuals (high net worth individuals) | 46 | 24.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 147.4 |
| By Discretionary | ||
| Discretionary | 523 | 147.0 |
| Non-Discretionary | 24 | 0.4 |
| Total | 547 | 147.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.4 | |
| Total | 547 | 147.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Fairfax Global Investment Management LLC
✚
|
147.7 M | |
|
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|
IA | 147.5 M |
|
Stembrook Asset Management LLC
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|
Peachcap Tax & Advisory LLC
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Blue Bear Financial LLC
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|
Horizon Wealth Investment Solutions LLC
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|
Cross Border Financial Planning USA LLC
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PA | 147.2 M |
|
Entelevest LLC
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FL | 147.0 M |
|
Orion Global Advisors US Inc
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|
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|
Heritage Capital LLC
✚
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CT | 146.9 M |