RIA Intel›Advisers›Massachusetts›MICHAEL CHASAN

MICHAEL CHASAN

Advisory

MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MA
#1,433
of 1,590 advisers by AUM
Average account
$335K
across 33 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

YANKEE INVESTOR, LLC
NEW BEDFORD, MA
$11M
CONCORDIA CAPITAL ASSOCIATES, LLC
BOSTON, MA
$11M
HATHAWAY & CO., LLC
ARLINGTON, MA
$11M
BEINGFIT FINANCIAL, LLC
$11M
AVK PARTNERS LLC
$11M
BALANSTONE, LLC
NEWTON, MA
$11M

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