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Joseph Winlock Chase

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
145 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 6168727Firm CRD# 288300
01

About

Joseph Winlock Chase is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with LAKE STREET ADVISORS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LAKE STREET ADVISORS GROUP, LLC
LAKE STREET ADVISORS
AUM
$3.1B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at LAKE STREET ADVISORS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENT OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 6168727
Firm CRD# 288300
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Winlock Chase offer?
Joseph Winlock Chase specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Joseph Winlock Chase's credentials?
Joseph Winlock Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Winlock Chase located?
Joseph Winlock Chase is based in PORTSMOUTH, New Hampshire, working with LAKE STREET ADVISORS GROUP, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Joseph Winlock Chase charge for services?
Joseph Winlock Chase's firm is compensated through percentage of aum, subscription fees, other: percent of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKE STREET ADVISORS GROUP, LLC?
LAKE STREET ADVISORS GROUP, LLC has approximately 45 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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