Chain Bridge Advisors, LLC is a large advisory firm based in Chevy Chase. It manages $99.16 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.
Chain Bridge Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chain Bridge Advisors, LLC is $99.16 million. The firm's AUM has grown by 237% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chain Bridge Advisors, 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.
Charles William Paul has been acting as President since 1 Nov 2001. Llc Chain Bridge Capital joined the executive team most recently as the Owner.
The principal office where Chain Bridge Advisors, LLC performs its advisory services is located at Two Wisconsin Circle, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-951-5104 or by fax 301-951-5107. The normal business hours are 9:00am - 5:00pm on Monday - Friday.