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CHESTNUT STREET INVESTMENT COUNSEL, LLC

LANCASTER, PA · CRD 309741 · IAPD ↗ · 717-947-3850

$119.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — CHESTNUT STREET INVESTMENT COUNSEL, LLC (LANCASTER, PA) is newly SEC-registered with $104.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.