RIA Intelligence

CHB INVESTMENT GROUP, LLC

CRD #313354 SEC #801-120852 NEW HOPE, PA 215-862-6900
SEC Registered
Total AUM
$214.2M
Discretionary
$214.2M
Employees
3
Clients
--
Accounts
710

AUM Over Time

DateFeb 2025
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$163.5M
Discretionary$157.7M
Non-Disc.$5.8M
Employees3
Clients0
DateMay 2023
Total AUM$163.5M
Discretionary$157.7M
Non-Disc.$5.8M
Employees3
Clients0
DateFeb 2023
Total AUM$163.5M
Discretionary$157.7M
Non-Disc.$5.8M
Employees3
Clients0
DateNov 2022
Total AUM$207.1M
Discretionary$199.7M
Non-Disc.$7.4M
Employees3
Clients0
DateSep 2022
Total AUM$207.1M
Discretionary$199.7M
Non-Disc.$7.4M
Employees3
Clients0
DateFeb 2022
Total AUM$207.1M
Discretionary$199.7M
Non-Disc.$7.4M
Employees3
Clients0
DateAug 2021
Total AUM$180.6M
Discretionary$177.2M
Non-Disc.$3.4M
Employees3
Clients0
DateJul 2021
Total AUM$180.6M
Discretionary$177.2M
Non-Disc.$3.4M
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0