CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC.

CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES, INC. of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 121822). Regulatory assets under management: $33.1M.

Registration

• CRD: 121822
• SEC file number: 801-61386
• Type: Registered investment adviser
• Location: 588 BELLERIVE DRIVE, SUITE 1C, ANNAPOLIS, MD, 21401
• Phone: 410-974-0410
• Latest filing: 2006-01-23
• Regulatory AUM: $33.1M
• Non-discretionary AUM: $33.1M
• Clients: 1
• Accounts: 200

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 121822 on SEC IAPD (source of record)
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