Chaplin Mullaugh, Incorporated is a large advisory firm based in Sewickley. It manages $32.67 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Chaplin Mullaugh, Incorporated provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chaplin Mullaugh, Incorporated is $32.67 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chaplin Mullaugh, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Crossan Iv Chaplin has been acting as President since 1 Apr 1982. Debra Sue Markovich joined the executive team most recently as the Corporate Secretary.
The principal office where Chaplin Mullaugh, Incorporated performs its advisory services is located at 435 Beaver Street, Sewickley, PA 15143 0567, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-741-6472 or by fax 412-741-4775. The normal business hours are 8:00 - 5:30 on Monday - Friday.