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Alexandra Marie Cali

CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, Wisconsin
Unclaimed Profile
13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005CRD# 6656336Firm CRD# 35919
01

About

Alexandra Marie Cali is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with CHARTER CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHARTER CAPITAL MANAGEMENT, INC.
CHARTER CAPITAL MANAGEMENT, INC
AUM
$356M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHARTER CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6656336
Firm CRD# 35919
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexandra Marie Cali offer?
Alexandra Marie Cali specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Alexandra Marie Cali's credentials?
Alexandra Marie Cali is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Marie Cali located?
Alexandra Marie Cali is based in BROOKFIELD, Wisconsin, working with CHARTER CAPITAL MANAGEMENT, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Alexandra Marie Cali charge for services?
Alexandra Marie Cali'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 CHARTER CAPITAL MANAGEMENT, INC.?
CHARTER CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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