GG
GG

George Thomas Grewe

31 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pheonix, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Chapin Davis Asset Management
April 2008 - Present · 17 yrs 10 mos
Chapin, Davis
April 2008 - Present · 17 yrs 10 mos
Chapin, DavisBroker
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
Raymond James Financial Services
March 2002 - April 2008 · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 1999 - April 2008 · 9 yrs 3 mos
Robert Thomas Securities, INCBroker
September 1995 - January 1999 · 3 yrs 4 mos
Corporate Securities Group, INC.Broker
March 1995 - September 1995 · 6 mos
Paragon Capital CorporationBroker
May 1994 - March 1995 · 10 mos
State Registrations5 states
DCFLMAMDOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.