Unclaimed Profile

J Michael Bontrager

CHATHAM INVESTMENT ADVISORS, LLC·KENNETT SQUARE, Pennsylvania

Clean recordCHATHAM INVESTMENT ADVISORS, LLC

235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 1736774Firm CRD# 158802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

J Michael Bontrager · KENNETT SQUARE, PA

Registration

CRD #1736774 · CHATHAM INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CHATHAM INVESTMENT ADVISORS, LLC

AUM

$698M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHATHAM INVESTMENT ADVISORS, LLC →

Services

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1736774

Firm CRD# 158802

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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