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Claudette Louise Boudreaux

CHAPIN DAVIS, INC·BALTIMORE, Maryland
Unclaimed Profile
2 VILLAGE SQUARE, BALTIMORE, MD 21210CRD# 2758454Firm CRD# 28116
01

About

Claudette Louise Boudreaux is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CHAPIN DAVIS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHAPIN DAVIS, INC
CHAPIN DAVIS ASSET MANAGEMENT
AUM
$417M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at CHAPIN DAVIS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Other: CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
Regulatory
SEC/IARD CRD# 2758454
Firm CRD# 28116
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Claudette Louise Boudreaux offer?
Claudette Louise Boudreaux specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Claudette Louise Boudreaux's credentials?
Claudette Louise Boudreaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claudette Louise Boudreaux located?
Claudette Louise Boudreaux is based in BALTIMORE, Maryland, working with CHAPIN DAVIS, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Claudette Louise Boudreaux charge for services?
Claudette Louise Boudreaux's firm is compensated through percentage of aum, hourly charges, commissions, other: concessions paid by issuers of securities sold to clients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPIN DAVIS, INC?
CHAPIN DAVIS, INC has approximately 36 employees and manages $417M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
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