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CHARTER CAPITAL MANAGEMENT, INC

Tel: 414-257-3700
13805 W Burleigh Road
Suite 100
Brookfield, Wisconsin  53005

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CHARTER CAPITAL MANAGEMENT, INC

CHARTER CAPITAL MANAGEMENT, INC is a Brookfield, Wisconsin based financial advisory firm with nearly $406,065,314 in assets under management and provides investment advisory services for 375 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

35919

SEC#:

801-16127

No. of Clients:

375

Assets under Management

$406,065,314

No. of Advisors:

4

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