CHARTER RESEARCH & INVESTMENT GROUP INC

SOUTHPORT, Connecticut·3 registered advisors·CRD# 106452
SEC# 801-374580203-259-4004
01

Firm Overview

AUM
$244M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHARTER RESEARCH & INVESTMENT GROUP INC

3 registered advisors
Michael James Grennan
SOUTHPORT, Connecticut
Patrick John Clark
SOUTHPORT, Connecticut
Paula Mastroni Luciani
SOUTHPORT, Connecticut
05

Office Locations

SOUTHPORT, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. CHARTER RESEARCH & INVESTMENT GROUP INC (CRD# 106452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.