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CHADWICK FINANCIAL
THE CHAD GOLSETH AGENCY, INC
CRD 337228
6513 COLLEYVILLE BOULEVARD, SUITE 200, COLLEYVILLE, TX, 76034, United States
Phone
(817) 553-2480
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.0M
Discretionary AUM
$0
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $46.3M |
| High net worth individuals | 14 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD