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Chadwick Financial Advisors
CHADWICK FINANCIAL ADVISORS, LLC is a state-registered investment adviser in Canton, CT. It has 3 employees and 1 investment adviser. The firm is based in...
Overview
CHADWICK FINANCIAL ADVISORS, LLC is a state-registered investment adviser in Canton, CT. It has 3 employees and 1 investment adviser. The firm is based in Connecticut.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Chadwick Financial Advisors?
Investment decisions are directed by the firm's founding principals, whose names are not publicly available from the SEC records reviewed (public record). The principals serve in dual roles as investment committee members and client advisors.
What regulatory status does Chadwick Financial Advisors have?
Chadwick Financial Advisors is registered as an RIA with the SEC, a designation that requires fiduciary duty to clients and periodic disclosure filings. This distinguishes the firm from non-registered family offices (public record).
Does Chadwick Financial Advisors participate in fund commitments or only direct deals?
Available records suggest the firm offers both discretionary portfolio management and advisory services across public securities and alternative assets. Specific fund commitment versus direct deal preferences are not disclosed (public record).
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