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CHARTER CAPITAL MANAGEMENT, INC.
CHARTER CAPITAL MANAGEMENT, INC.
CHARTER CAPITAL MANAGEMENT, INC
BROOKFIELD, Wisconsin
·
4 registered advisors
·
CRD# 35919
SEC# 801-16127
0
414-257-3700
01
Firm Overview
AUM
$356M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CHARTER CAPITAL MANAGEMENT, INC.
4 registered advisors
Alexandra Marie Cali
BROOKFIELD, Wisconsin
CRD# 6656336
Daniel Richard Glaser
BROOKFIELD, Wisconsin
CRD# 2750930
Joel T Hassler
BROOKFIELD, Wisconsin
CRD# 2222541
Samuel Peter Verhulst
BROOKFIELD, Wisconsin
CRD# 6981330
05
Office Locations
BROOKFIELD, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. CHARTER CAPITAL MANAGEMENT, INC. (CRD# 35919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.