Unclaimed Profile

Alexandra Marie Cali

CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, Wisconsin

Clean recordCHARTER CAPITAL MANAGEMENT, INC.

13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005CRD# 6656336Firm CRD# 35919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexandra Marie Cali · BROOKFIELD, WI

Registration

CRD #6656336 · CHARTER CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHARTER CAPITAL MANAGEMENT, INC.

CHARTER CAPITAL MANAGEMENT, INC

AUM

$356M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTER CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6656336

Firm CRD# 35919

View on FINRA BrokerCheck →

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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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