Chapin Asset Management, Inc. is an adviser based in Greenwich. It manages $37.67 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and South Carolina.
Chapin Asset Management provides financial planning services, portfolio management for individuals and small businesses, and investment research & analysis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chapin Asset Management, Inc. is $37.67 million. The firm's AUM has gone down by -18% 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 Chapin Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Sages has been acting as President since 1 Jan 1993. Betsy B Sages joined the executive team most recently as the Secretary/Treasurer.
The principal office where Chapin Asset Management, Inc. performs its advisory services is located at 21 Roberta Lane, Greenwich, CT 06830 The mailing address of the firm is 15 East Putnam Avenue, Greenwich, CT 06830. An additional office of the firm is in Hilton Head Island, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-255-9993 or by fax 203-255-8896. The normal business hours are 8 a.m. - 4 p.m. on Monday - Friday.