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William Henry Kantner

CHARTERED ADVISORY GROUP, INC.·CHADDS FORD, Pennsylvania
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130 COMMONS COURT, CHADDS FORD, PA 19317CRD# 1091702Firm CRD# 116517
01

About

William Henry Kantner is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with CHARTERED ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CHARTERED ADVISORY GROUP, INC.
CHARTERED ADVISORY GROUP
AUM
$119M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CHARTERED ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1091702
Firm CRD# 116517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Henry Kantner offer?
William Henry Kantner specializes in Financial Planning, Investment Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are William Henry Kantner's credentials?
William Henry Kantner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Henry Kantner located?
William Henry Kantner is based in CHADDS FORD, Pennsylvania, working with CHARTERED ADVISORY GROUP, INC.. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does William Henry Kantner charge for services?
William Henry Kantner's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTERED ADVISORY GROUP, INC.?
CHARTERED ADVISORY GROUP, INC. has approximately 6 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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