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CHARTER RESEARCH & INVESTMENT GROUP INC

Tel: 203-259-4004
2507 Post Road
Southport, Connecticut  06890

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CHARTER RESEARCH & INVESTMENT GROUP INC

CHARTER RESEARCH & INVESTMENT GROUP INC is a Southport, Connecticut based financial advisory firm with nearly $243,860,647 in assets under management and provides investment advisory services for 375 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

106452

SEC#:

801-37458

No. of Clients:

375

Assets under Management

$243,860,647

No. of Advisors:

3

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