CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.
CRD #121822 SEC #801-61386 ANNAPOLIS, MD 410-974-0410
SEC Registered
Total AUM
$19.6M
Discretionary
$0
Employees
5
Clients
251
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2006 | $33.1M | $0 | $33.1M | 5 | -- |
| Jan 2004 | $19.6M | $0 | $19.6M | 5 | -- |
DateJan 2006
Total AUM$33.1M
Discretionary$0
Non-Disc.$33.1M
Employees5
Clients--
DateJan 2004
Total AUM$19.6M
Discretionary$0
Non-Disc.$19.6M
Employees5
Clients--