Chartwell Financial Advisory, Inc. — Form D

Chartwell Financial Advisory, Inc. of MINNEAPOLIS, MN, a company, filed a Form D exempt-offering notice with the SEC on 2024-01-11. The offering totals $990K, of which $990K was reported sold. Industry: Other Banking and Financial Services.

Offering

• Filed: 2024-01-11
• Form: D
• Accession: 0002007696-24-000001
• Industry: Other Banking and Financial Services
• Exemptions: 06b
• Total offering: $990K
• Amount sold: $990K
• Minimum investment: $165K
• Investors: 6
• Date of first sale: 2023-12-31
• Security types: debt
• Revenue range: Decline to Disclose
• SEC file number: 021-502127

Issuer

• Name: Chartwell Financial Advisory, Inc.
• CIK: 0002007696
• Entity type: Corporation
• Jurisdiction: DELAWARE
• Address: 150 S. 5TH STREET, MINNEAPOLIS, MN, 55402
• Phone: 612-230-3100

Officers, directors & promoters (8)

More

• CIK 2007696 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search