Chisholm & Dames Inc (Ann Arbor)

Chisholm & Dames Inc is an adviser based in Ann Arbor. It manages $36.38 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Chisholm & Dames provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chisholm & Dames: assets under management

The assets under management (AUM) of Chisholm & Dames Inc is $36.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $957.25 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chisholm & Dames Inc 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 Chisholm & Dames Inc

John P Dames has been acting as President since 1 Mar 1981. Scott John Chisholm joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack Howard Chisholm	Ceo	1 Mar 1981	50% - 75%	4379748
John P Dames	President	1 Mar 1981	50% - 75%	4379760
Scott John Chisholm	Secretary	1 Jan 1995	Other	4379767
Scott John Chisholm	Chief compliance officer	1 Jan 2005	Other	4379767

Based in Ann Arbor

The principal office where Chisholm & Dames Inc performs its advisory services is located at 123 N. Ashley, Ann Arbor, MI 48104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.