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CHASE INVESTMENT SERVICES CORP.
CHASE INVESTMENT SERVICES CORP.
CHICAGO, Illinois
·
9 registered advisors
·
CRD# 25574
SEC# 801-36407
312-732-7348
01
Firm Overview
AUM
$29.9B
Regulatory assets under management
Employees
1000
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CHASE INVESTMENT SERVICES CORP.
9 registered advisors
Anne Louise Gray
CHICAGO, Illinois
CRD# 1779722
Beth Wilson Julian
CHICAGO, Illinois
CFP
CRD# 1071047
Daniel Robert Deegan
CHICAGO, Illinois
CRD# 1143339
Gregg Adam Kleinbaum
CHICAGO, Illinois
CRD# 2555215
James Huber Davis
CHICAGO, Illinois
CRD# 4166100
Jamie Matthew Reed
CHICAGO, Illinois
CRD# 2797383
Jeffrey Willis Durkee
CHICAGO, Illinois
CRD# 1009266
John P Quinn
CHICAGO, Illinois
CRD# 5631540
Philip Howard Jr. Haigis
CHICAGO, Illinois
CRD# 4340276
05
Office Locations
CHICAGO, Illinois
9 advisors
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Data sourced from SEC Form ADV filings. CHASE INVESTMENT SERVICES CORP. (CRD# 25574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.