Chartwell Financial Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

501

Total plan assets

$84.6M

Filings (rows)

Direct comp

$63K

Indirect comp

Showing only "CHARTWELL FINANCIAL SERVICES"

View all 3 variants aggregated →

CHARTWELL FINANCIAL ADVISORY12 CHARTWELL FINANCIAL3 CHARTWELL FINANCIAL SERVICES2

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
R. Torre & Company, Inc. Torani Team Member Employee Stock Ownership Plan · all filings	SAN LEANDRO, CA	Other service providers	274	$46.0M	$33K	$0
R. Torre & Company, Inc. Torani Team Member Employee Stock Ownership Plan · all filings	SAN LEANDRO, CA	Other service providers	227	$38.6M	$30K	$0