CH INVESTMENT PARTNERS, LLC

DALLAS, Texas·14 registered advisors·CRD# 301481
SEC# 801-1173532214-661-8333
01

Firm Overview

AUM
$5.1B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CH INVESTMENT PARTNERS, LLC

14 registered advisors
Allison K Flume
DALLAS, Texas
Ashish Malhotra
DALLAS, Texas
Benjamin Louis Bates
DALLAS, Texas
Diane Lynn Tobin
DALLAS, Texas
Jared Landresse Johnson
DALLAS, Texas
Jonah Montgomery Cave
DALLAS, Texas
Kevin Troy Sedwick
DALLAS, Texas
Kirk Lynn Rimer
DALLAS, Texas
Merene Joseph Makil
DALLAS, Texas
Michael Richard Silverman
DALLAS, Texas
Michael Richard Silverman
DALLAS, Texas
Phillip Ecob
DALLAS, Texas
Tamara Ann Harp
DALLAS, Texas
Tyler Shane Bethea
DALLAS, Texas
05

Office Locations

DALLAS, Texas
14 advisors

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Data sourced from SEC Form ADV filings. CH INVESTMENT PARTNERS, LLC (CRD# 301481) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.