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Amy D Suhr

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC·PLANO, Texas
Unclaimed Profile
4965 PRESTON PARK BLVD, PLANO, TX 75093CRD# 5223300Firm CRD# 138524
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About

Amy D Suhr is a registered financial advisor based in PLANO, Texas, affiliated with CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5223300
Firm CRD# 138524
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy D Suhr offer?
Amy D Suhr specializes in Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Amy D Suhr's credentials?
Amy D Suhr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy D Suhr located?
Amy D Suhr is based in PLANO, Texas, working with CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Amy D Suhr charge for services?
Amy D Suhr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC?
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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