Chilton Private Clients, LLC is a large advisory firm based in Stamford. It manages $4.35 billion of regulatory assets for 924 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Chilton Private Clients provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and recommending other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chilton Private Clients, LLC is $4.35 billion. The firm's AUM has grown by 3533% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Chilton Private Clients, LLC for their services and products based on a percentage of assets under management. 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.
Garrison Du Pont Lickle has been acting as President since 1 Mar 2011. Llc Chilton Investment Company joined the executive team most recently as the Owner.
The principal office where Chilton Private Clients, LLC performs its advisory services is located at 1290 East Main Street 1 St Floor, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-352-4000 or by fax 203-352-4006. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.chiltonfunds.com.