CHESS FINANCIAL CORP
CRD #106225 SEC #801-30569 BEACHWOOD, OH 216-831-2400
SEC Registered
Total AUM
$455.4M
Discretionary
$0
Employees
11
Clients
101
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $455.4M | $0 | $455.4M | 11 | 101 |
| Mar 2011 | $455.4M | $0 | $455.4M | -- | -- |
| Oct 2009 | $256.5M | $0 | $256.5M | -- | -- |
| Jan 2008 | $315.5M | $0 | $315.5M | -- | -- |
| Mar 2007 | $315.5M | $0 | $315.5M | -- | -- |
| Jan 2007 | $731.6M | $0 | $731.6M | -- | -- |
| Mar 2006 | $731.6M | $0 | $731.6M | -- | -- |
| Jan 2006 | $668.5M | $0 | $668.5M | -- | -- |
| Jul 2004 | $567.3M | $0 | $567.3M | -- | -- |
| Mar 2004 | $517.1M | $0 | $517.1M | -- | -- |
| Mar 2002 | $537.8M | $0 | $537.8M | -- | -- |
DateNov 2011
Total AUM$455.4M
Discretionary$0
Non-Disc.$455.4M
Employees11
Clients101
DateMar 2011
Total AUM$455.4M
Discretionary$0
Non-Disc.$455.4M
Employees--
Clients--
DateOct 2009
Total AUM$256.5M
Discretionary$0
Non-Disc.$256.5M
Employees--
Clients--
DateJan 2008
Total AUM$315.5M
Discretionary$0
Non-Disc.$315.5M
Employees--
Clients--
DateMar 2007
Total AUM$315.5M
Discretionary$0
Non-Disc.$315.5M
Employees--
Clients--
DateJan 2007
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees--
Clients--
DateMar 2006
Total AUM$731.6M
Discretionary$0
Non-Disc.$731.6M
Employees--
Clients--
DateJan 2006
Total AUM$668.5M
Discretionary$0
Non-Disc.$668.5M
Employees--
Clients--
DateJul 2004
Total AUM$567.3M
Discretionary$0
Non-Disc.$567.3M
Employees--
Clients--
DateMar 2004
Total AUM$517.1M
Discretionary$0
Non-Disc.$517.1M
Employees--
Clients--
DateMar 2002
Total AUM$537.8M
Discretionary$0
Non-Disc.$537.8M
Employees--
Clients--