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J Michael Bontrager

CHATHAM INVESTMENT ADVISORS, LLC·KENNETT SQUARE, Pennsylvania
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235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 1736774Firm CRD# 158802
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About

J Michael Bontrager is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with CHATHAM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
CHATHAM INVESTMENT ADVISORS, LLC
CHATHAM INVESTMENT ADVISORS, LLC
AUM
$698M
Regulatory assets under management
Employees
3
Total firm employees
Services
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1736774
Firm CRD# 158802
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does J Michael Bontrager offer?
J Michael Bontrager specializes in Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are J Michael Bontrager's credentials?
J Michael Bontrager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is J Michael Bontrager located?
J Michael Bontrager is based in KENNETT SQUARE, Pennsylvania, working with CHATHAM INVESTMENT ADVISORS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does J Michael Bontrager charge for services?
J Michael Bontrager's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHATHAM INVESTMENT ADVISORS, LLC?
CHATHAM INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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