Bibhu
Chapagain

The Ayco Company, L.P

CRD#7583065
Investment Advisor
in Longview, TX

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About this Advisor

Bibhu Chapagain is a financial advisor based in Longview, Texas, working with The Ayco Company, L.P. Bibhu has previously held positions at Goldman Sachs & Co LLC, Sudhrishi Eye Clinic, Berry College - Residence Life Office, Berry College - Physical Plant, Berry College - Student Enterprise, Berry College - Business And Finance Office, Goldman Sachs - Ayco - Personal Financial Management Group, Ullens School, Olympia World School, and Berry College. Bibhu has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Bibhu is part of The Ayco Company, L.P, which operates out of Longview, Texas. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

125 E. John Carpenter Frwy Suite 1000
Longview, TX 75602

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

TX Average: $7,464,549,021
Total Number of Employees

1,792

TX Average: 88
Total Number of Accounts

46,004

TX Average: 3,892
Average Account Size

$562,344

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bibhu Chapagain Work History

2023 - Present (1 year)

Goldman Sachs & Co LLC

2022 - 2022 (< 1 year)

Goldman Sachs - Ayco - Personal Financial Management Group

2021 - 2023 (2 years)

Berry College - Business And Finance Office

2020 - 2020 (< 1 year)

Berry College - Physical Plant

2020 - 2021 (1 year)

Berry College - Residence Life Office

2020 - 2021 (1 year)

Berry College - Student Enterprise

2019 - 2019 (< 1 year)

Sudhrishi Eye Clinic

2019 - 2020 (1 year)

Berry College - Residence Life Office

2019 - 2023 (4 years)

Berry College

2017 - 2019 (2 years)

Ullens School

2012 - 2017 (5 years)

Olympia World School

Disclosures

Please visit the SEC profile of Bibhu Chapagain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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