Chb Investment Group, Llc

Chb Investment Group, Llc

New Hope, Pennsylvania

CHB Investment Group, LLC, a highly respected investment advisory firm, operates out of New Hope, PA, with a dedicated team of three employees, all providing exceptional investment advisory services. With an average of approximately $38,180,000 in assets under management per advisor, the firm demonstrates its ability to effectively manage client portfolios. The compensation structure at CHB Investment Group includes various options, such as a percentage of assets under management, ensuring transparency and alignment with client objectives. Their client base comprises over 90 individuals, with total assets under management exceedi...see more

Assets Under Mgmt

$163.51M

Investment Professionals

3

Locations

0

% 401K & Individual

17%

% Discretionary

96%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Chb Investment Group, Llc

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