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Charlene Fogel

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida
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453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 2622281Firm CRD# 108212
01

About

Charlene Fogel is a registered financial advisor based in STUART, Florida, affiliated with FOGEL CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC
AUM
$351M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FOGEL CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2622281
Firm CRD# 108212
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charlene Fogel offer?
Charlene Fogel specializes in Investment Management, Fee-Only Advisory. Contact their office in STUART, Florida for a consultation.
What are Charlene Fogel's credentials?
Charlene Fogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charlene Fogel located?
Charlene Fogel is based in STUART, Florida, working with FOGEL CAPITAL MANAGEMENT INC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does Charlene Fogel charge for services?
Charlene Fogel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOGEL CAPITAL MANAGEMENT INC?
FOGEL CAPITAL MANAGEMENT INC has approximately 11 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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