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James Frederick Bauerle

CHARTWELL ACQUISITION, INCORPORATED·PITTSBURGH, Pennsylvania
Unclaimed Profile
301 GRANT STREET, PITTSBURGH, PA 15219CRD# 6291719Firm CRD# 170335
01

About

James Frederick Bauerle is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with CHARTWELL ACQUISITION, INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CHARTWELL INVESTMENT PARTNERS, LLC
CHARTWELL INVESTMENT PARTNERS, LLC
AUM
$11.3B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at CHARTWELL INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6291719
Firm CRD# 170335
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Frederick Bauerle offer?
James Frederick Bauerle specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are James Frederick Bauerle's credentials?
James Frederick Bauerle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Bauerle located?
James Frederick Bauerle is based in PITTSBURGH, Pennsylvania, working with CHARTWELL ACQUISITION, INCORPORATED. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does James Frederick Bauerle charge for services?
James Frederick Bauerle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTWELL ACQUISITION, INCORPORATED?
CHARTWELL ACQUISITION, INCORPORATED has approximately 34 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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