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Colleen Quinn Scharpf

CHESWOLD LANE ASSET MANAGEMENT, LLC·WEST CONSHOHOCKEN, Pennsylvania
Clean recordCHESWOLD LANE ASSET MANAGEMENT, LLC
100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 5131005Firm CRD# 140413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Quinn Scharpf · WEST CONSHOHOCKEN, PA
Registration
CRD #5131005 · CHESWOLD LANE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colleen Quinn Scharpf is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with CHESWOLD LANE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
CHESWOLD LANE ASSET MANAGEMENT, LLC
CHESWOLD LANE ASSET MANAGEMENT, LLC
AUM
$61M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CHESWOLD LANE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5131005
Firm CRD# 140413
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colleen Quinn Scharpf offer?
Colleen Quinn Scharpf specializes in Investment Management, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Colleen Quinn Scharpf's credentials?
Colleen Quinn Scharpf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Quinn Scharpf located?
Colleen Quinn Scharpf is based in WEST CONSHOHOCKEN, Pennsylvania, working with CHESWOLD LANE ASSET MANAGEMENT, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Colleen Quinn Scharpf charge for services?
Colleen Quinn Scharpf'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 CHESWOLD LANE ASSET MANAGEMENT, LLC?
CHESWOLD LANE ASSET MANAGEMENT, LLC has approximately 4 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHESWOLD LANE ASSET MANAGEMENT, LLC

Eric Francis Scharpf
WEST CONSHOHOCKEN, PA

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