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| Happy Holidays!! thanks for using AUM13F!! |
| Chestnut Street Investment Counsel LLC
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| CRD # | 309741 |
| SEC # | 801-132055 |
| CIK # | |
| AUM | $104.1 M (2025-02-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 717-947-3850 |
| Address | 144 East Chestnut Street Lancaster, PA 17602 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 18.3 |
| (b) Individuals (high net worth individuals) | 18 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 104.1 |
| By Discretionary | ||
| Discretionary | 175 | 104.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 104.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.1 | |
| Total | 175 | 104.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maynerich Financial
✚
|
IL | 0.1 |
|
Jansen Wealth Management LLC
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|
WI | 0.1 |
|
Wagner Wealth Management Corp
✚
|
PA | 0.1 |
|
Harborfront Financial LLC
✚
|
MI | 0.1 |
|
Rigden Enterprises
✚
|
CO | 0.1 |
|
Coral Wealth Management LLC
✚
|
FL | 0.1 |
|
Financial Strategies Investment Advisor Services Inc
✚
|
CT | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
0.1 | |
|
TONE Capital LLC
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|
VA | 0.1 |
|
Dynamic Trading Management LLC
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|
NY | 0.1 |