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3Chopt Investment Partners LLC

EST. AUM
$889,374,393

CONTACTS
4

CLIENT ACCOUNTS
645

Firm Details

Metro area Richmond
CRD Number 319125
Website 3choptinvest.com
Client types

Overview

3Chopt remains independent of business line conflicts and misaligned ownership structures. It places a rich premium on remaining focused on a defined business model. Their services include but are not limited to: investment strategy and implementation, investment management and consulting, mission-aligned investing, comprehensive wealth planning, as well as non-profit and OCIO solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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