Chartwell Financial Advisory, Inc
Oregon
Registered In
01/09/2015
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction
Company Summary
Chartwell Financial Advisory, Inc at 150 S Fifth ST STE 2700, Minneapolis, Mn 55402 lists Paul J Halverson and Theodore R Hansen Jr of Minneapolis, MN.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Minnesota
- Company Type
- Foreign Business Corporation
- Status
- Inactive
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Diane N Riley
Registered Agent
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601 SW SECOND AVE STE 1900, PORTLAND, OR 97204
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Paul J Halverson
President
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150 S FIFTH ST STE 2700, MINNEAPOLIS, MN 55402
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Theodore R Hansen Jr
Secretary
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150 S FIFTH ST STE 2700, MINNEAPOLIS, MN 55402
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150 S FIFTH ST STE 2700, MINNEAPOLIS, MN 55402
View Map
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Financial Information for Chartwell Financial Advisory, Inc
Form 5500
CHARTWELL FINANCIAL ADVISORY, INC.
150 South Fifth Street Suite 2700, Minneapolis, Mn 55402 (612) 230-3100 EIN:36-4799908 Plan Admin:Michael Vanderford| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 108 Assets BOY/EOY$12,207,151 / $10,731,127 | 2022 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 97 / 108 | $12,207,151 / $10,731,127 |
| 2021 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY84 / 95 Assets BOY/EOY$10,263,809 / $12,207,151 | 2021 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 84 / 95 | $10,263,809 / $12,207,151 |
| 2020 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY88 / 84 Assets BOY/EOY$8,435,950 / $10,263,809 | 2020 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 88 / 84 | $8,435,950 / $10,263,809 |
| 2019 | Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 87 Assets BOY/EOY$5,945,040 / $8,435,950 | 2019 | CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001 | 89 / 87 | $5,945,040 / $8,435,950 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARTWELL FINANCIAL ADVISORY, INC.
150 South 5TH ST, MINNEAPOLIS, MN 55402-1204 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$1,451,000 Forgiven$1,459,984 LenderBremer Bank, National Association Jobs68 | 04/05/2020 | $1,451,000 | $1,459,984 | Bremer Bank, National Association | 68 |
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Paul J Halverson - Minneapolis, MN
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Chartwell Financial Advisory, LLC
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Person/City Match:Theodore R Hansen Jr - Minneapolis, MN
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Chartwell Financial Advisory, LLC
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|
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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