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Charles Warwick Stiles Wheeler

GREENBACKER CAPITAL MANAGEMENT LLC·PORTLAND, Maine
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30 DANFORTH STREET, PORTLAND, ME 04101CRD# 5409762Firm CRD# 277101
01

About

Charles Warwick Stiles Wheeler is a registered financial advisor based in PORTLAND, Maine, affiliated with GREENBACKER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GREENBACKER CAPITAL MANAGEMENT LLC
GREENBACKER CAPITAL MANAGEMENT LLC
AUM
$3.8B
Regulatory assets under management
Employees
200
Total firm employees
View all advisors at GREENBACKER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5409762
Firm CRD# 277101
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Warwick Stiles Wheeler offer?
Charles Warwick Stiles Wheeler specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Charles Warwick Stiles Wheeler's credentials?
Charles Warwick Stiles Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Warwick Stiles Wheeler located?
Charles Warwick Stiles Wheeler is based in PORTLAND, Maine, working with GREENBACKER CAPITAL MANAGEMENT LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Charles Warwick Stiles Wheeler charge for services?
Charles Warwick Stiles Wheeler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENBACKER CAPITAL MANAGEMENT LLC?
GREENBACKER CAPITAL MANAGEMENT LLC has approximately 200 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PORTLAND
Andrew Jay Walker — GUIDANCE POINT RETIREMENT SERVICES, LLCBenjamin James Smith — GUIDANCE POINT RETIREMENT SERVICES, LLCGeorge William Allen — DAVIS R M INCRichard Anthony Carriuolo — DAVIS R M INCJulianne Hull — GREENBACKER CAPITAL MANAGEMENT LLC
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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