Data / Form D filings / Chartwell Financial Advisory, Inc.
Chartwell Financial Advisory, Inc.: Form D filing
Chartwell Financial Advisory, Inc., a financial services company in Minneapolis, MN, filed a Form D with the SEC in 2024. The latest, on January 11, 2024, reports $990,000 sold of a $990,000 offering to 6 investors.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 150 S. 5TH STREET, SUITE 2700, Minneapolis, MN, 55402
- Phone
- (612) 230-3100
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2007696
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 11, 2024 | New notice | $990,000 | $990,000 | 6 | Dec 31, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Gregory A. Fresh | Director | |
| Steven J. Nelson | Director | |
| William S. Bloom | Director | |
| Christopher M. Staloch | Director | |
| Wilfred F. Becker | Executive Officer, Director | |
| Paul J. Halverson | Executive Officer, Director |
Every Form D from the week of Jan 8, 2024 · All recent filings in Minnesota · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Chartwell Financial Advisory, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.