Dakota
Dakota
Book a Demo
Talk to an Expert

Chestnut Street Investment Counsel

EST. AUM
$104,076,347

CONTACTS
3

CLIENT ACCOUNTS
175

Firm Details

Metro area Philadelphia
CRD Number 309741
Website chestnutstreetic.com
Client types

Overview

Chestnut Street Investment Counsel, LLC is an independent, fee-only registered investment advisor based in historic downtown Lancaster, Pennsylvania. The firm specializes in customized portfolio management tailored to the unique financial goals of each client. Emphasizing a fiduciary commitment, Chestnut Street offers conflict-free advice, charging a management fee of 0.80% of assets under management. Their services include comprehensive financial planning, investment management, and retirement planning, all grounded in fundamental investment principles aimed at preserving and growing client wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy