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CHARTWELL FINANCIAL ADVISORY, INC.

EIN 36-4799908-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.3M assets
Welfare
0
Participants
131
150 SOUTH FIFTH STREET, SUITE 2700 - MINNEAPOLIS, MN 55402612-230-3100chartwellfa.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$24.3M - 131 part

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Retirement#001

CHARTWELL 401(K) PROFIT SHARING PLAN

401k

Assets$24.3M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTWELL 401(K) PROFIT SHARING PLAN401k$24.3M1312025
Retirement plans
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