CH INVESTMENT PARTNERS, LLC

DALLAS, Texas·7 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
7
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

7 registered advisors
Allison K Flume
DALLAS, Texas
Diane Lynn Tobin
DALLAS, Texas
Kevin Troy Sedwick
DALLAS, Texas
Kirk Lynn Rimer
DALLAS, Texas
Michael Richard Silverman
DALLAS, Texas
Phillip Ecob
DALLAS, Texas
Tyler Shane Bethea
DALLAS, Texas
05

Office Locations

DALLAS, Texas
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.