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CHARTWELL INVESTMENT PARTNERS
CHARTWELL INVESTMENT PARTNERS
BERWYN, Pennsylvania
·
12 registered advisors
·
CRD# 106157
SEC# 801-54124
610-296-1400
01
Firm Overview
AUM
$5.2B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CHARTWELL INVESTMENT PARTNERS
12 registered advisors
Andrew Scott Toburen
BERWYN, Pennsylvania
CRD# 2517210
Bernard Philip Schaffer
BERWYN, Pennsylvania
CRD# 412464
Christine Frampton Williams
BERWYN, Pennsylvania
CRD# 2694173
David C Dalrymple
BERWYN, Pennsylvania
CRD# 2210428
David Choi
BERWYN, Pennsylvania
CRD# 5906514
Douglas Walter Kugler
BERWYN, Pennsylvania
CRD# 2401494
Harold Arne Ofstie
BERWYN, Pennsylvania
CRD# 351324
John Adrian Heffern
BERWYN, Pennsylvania
CRD# 1861557
John Edward Andress
BERWYN, Pennsylvania
CRD# 1472709
Kevin Alexander Melich
BERWYN, Pennsylvania
CRD# 1072942
Maria E Pollack
BERWYN, Pennsylvania
CRD# 1205500
Michael John Nalevanko
BERWYN, Pennsylvania
CRD# 820948
05
Office Locations
BERWYN, Pennsylvania
12 advisors
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Data sourced from SEC Form ADV filings. CHARTWELL INVESTMENT PARTNERS (CRD# 106157) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.