Assets Under Management
$214.2M
Number of Clients
338
Number of Advisors
N/A
Average Client AUM
$634K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
CHB Investment Group, LLC is an independent registered investment advisor providing comprehensive wealth planning and generational wealth management. They use a top-down approach to manage client assets, constructing cash flow analyses and executive summaries to provide a holistic view of the client's financial life. Portfolio management is primarily discretionary, with the potential use of third-party managers.
31 North Main Street, New Hope, PA, 18938