Cheswick Investment Co Incorporated (Rowayton)
Cheswick Investment Co Incorporated is a large advisory firm based in Rowayton. It manages $250.4 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 12 other states.
Cheswick Investment Co Incorporated provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cheswick Investment Co Incorporated: assets under management
The assets under management (AUM) of Cheswick Investment Co Incorporated is $250.4 million. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Cheswick Investment Co Incorporated for their services and products based on a percentage of assets under management. 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.
Careers at Cheswick Investment Co Incorporated
Richard Reid Cheswick has been acting as President since 1 May 1986. Diane Larsen Labarbera joined the executive team most recently as the Secretary/Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Rowayton
The principal office where Cheswick Investment Co Incorporated performs its advisory services is located at 131 Rowayton Avenue, Rowayton, CT 06853, 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 203-956-7000 or by fax 203-956-7015. The normal business hours are 9 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cheswickinvestment.com.
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