CHESAPEAKE FINANCIAL PLANNING

Latest filing: Sep 03, 2024 (57 days ago)

AUM

$0
-100% change vs. 1 year ago
-100% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

6
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ANNAPOLIS, MD
71 OLD MILL BOTTOM ROAD NORTH, ANNAPOLIS, MD, UNITED STATES, 21409

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
ASSETMARK TRUST CO. PHOENIX-AZ-USA $0.1
PERSHING LLC JERSEY CITY-NJ-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
BENNETT, ELIZABETH, M MEMBER, CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 6 0 0%
2024-04-02 $0.2 -$0.2 -100% 6 0 0%
2023-04-04 $0.2 -$0.2 -100% 6 0 0%
2022-04-01 $0.2 -$0.2 -100% 6 0 0%
2021-04-05 $0.1 -$0.1 -100% 6 0 0%
2020-04-01 $0.1 -$0.1 -100% 5 1 20%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MD-09/04/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV