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Chronogram Corp (Greenwich)


Chronogram Corp is an adviser based in Greenwich. It manages $42.32 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Illinois, and Massachusetts.




Chronogram Corp provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and portfolio monitoring. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chronogram Corp: assets under management

The assets under management (AUM) of Chronogram Corp is $42.32 million. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.22 million in discretionary accounts and $6.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $234.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chronogram Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Chronogram Corp performs its advisory services is located at 2 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-622-3911 or by fax 203-725-4999. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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