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Chapel Hill Investment Analysts Inc.

Headquartered in GREENSBURG, PA

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Firm Information

Chapel Hill Investment Analysts Inc. is an investment advisor headquartered in GREENSBURG, PA. The firm has 2 licensed agents, 3 investment adviser representatives, and manages approximately $323.22 million in assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals. Services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.

Chapel Hill Investment Analysts Inc.

126 MATHEWS STREET, SUITE 1600

GREENSBURG, PA 15601-6913

$323.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CHAPEL HILL INVESTMENT ANALYSTS INC. has a total of 1 branch locations across the country.
location

GREENSBURG, PA

Advisors at Chapel Hill Investment Analysts Inc.

View All 3 Advisors
Unclaimed
Ryan Marshall Codrick

RA

GREENSBURG, PA

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Unclaimed
Joseph Scott Codrick

RA

GREENSBURG, PA

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Unclaimed
Cameron Anthony Tobias

RA

GREENSBURG, PA

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Disclosures

There are no public disclosures for Chapel Hill Investment Analysts Inc..

Frequently Asked Questions (9)

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