Chapin Gateway Asset Management, L.L.C. is a large advisory firm based in Fairfield. It manages $57.28 million of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Connecticut.
Chapin Gateway Asset Management, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Gateway Asset Management, L.L.C. is $57.28 million. The firm's AUM has grown by 0% 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 Gateway Asset Management, L.L.C. for their services and products based on a percentage of assets under management and hourly charges. 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.
Ronald Alan Sages has been acting as President since 1 Nov 2002. Inc. Chapin Asset Management joined the executive team most recently as the Member.
The principal office where Chapin Gateway Asset Management, L.L.C. performs its advisory services is located at 303 Linwood Avenue, Fairfield, CT 06824 4900, 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 203-255-9993 or by fax 203-255-8896. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.