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Malcolm Mceachern Trevillian

CHATHAM ADVISORS, LLC·DURHAM, North Carolina
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280 SOUTH MANGUM STREET, DURHAM, NC 27701CRD# 1001676Firm CRD# 146937
01

About

Malcolm Mceachern Trevillian is a registered financial advisor based in DURHAM, North Carolina, affiliated with CHATHAM ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
CHATHAM ADVISORS, LLC
CHATHAM ADVISORS
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHATHAM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1001676
Firm CRD# 146937
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Malcolm Mceachern Trevillian offer?
Malcolm Mceachern Trevillian specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Malcolm Mceachern Trevillian's credentials?
Malcolm Mceachern Trevillian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Malcolm Mceachern Trevillian located?
Malcolm Mceachern Trevillian is based in DURHAM, North Carolina, working with CHATHAM ADVISORS, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Malcolm Mceachern Trevillian charge for services?
Malcolm Mceachern Trevillian's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHATHAM ADVISORS, LLC?
CHATHAM ADVISORS, LLC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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