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Chadwick Financial Advisors
CHADWICK FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in Canton, CT. It has 3 employees and 1 investment adviser. The firm is based in...
Chadwick Financial Advisors
CHADWICK FINANCIAL ADVISORS, LLC is an SEC-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.
Is Chadwick Financial Advisors structured as a single family office or multi-family office?
Chadwick Financial Advisors operates as a multi-family office, serving multiple unrelated families as a registered investment advisor. This structure provides fiduciary oversight and pooled access to investment opportunities (public record).
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).
Where does the underlying wealth served by Chadwick Financial Advisors come from?
The firm serves high-net-worth families, but the origin of underlying wealth — whether from founding principals, inherited assets, or operating businesses — is not publicly documented (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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