Chadler Investment Advisory Solutions, LLC (Fairfield)
Chadler Investment Advisory Solutions, LLC is a large advisory firm based in Fairfield. It manages $112.63 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Jersey.
Chadler Investment Advisory Solutions provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Chadler Investment Advisory Solutions: assets under management
The assets under management (AUM) of Chadler Investment Advisory Solutions, LLC is $112.63 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Chadler Investment Advisory Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients George J Yost serves?
The only and largest group of clients of George J Yost is pension and profit sharing plans with 33 clients and $112.63 million of assets under management. Among the 10 most similar advisory firms, Chadler Investment Advisory Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $112.63 million for 33 clients. None of the firm’s clients are foreign persons or businesses.
Chadler Investment Advisory Solutions doesn't advise any private funds.
Careers at Chadler Investment Advisory Solutions, LLC
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
George J Yost has been acting as President since 1 Jan 2015. Acrisure Holdings Inc. joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in Fairfield
The principal office where Chadler Investment Advisory Solutions, LLC performs its advisory services is located at 100 Passaic Avenue, Fairfield, NJ 07004, which is also the mailing address of the firm. An additional office of the firm is in Ft. Lauderdale, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-595-2200 or by fax 732-875-1189. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at chadlersolutions.com.
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