CHARTERED ADVISORY GROUP, INC.

CHARTERED ADVISORY GROUP
CHADDS FORD, Pennsylvania·1 registered advisor·CRD# 116517
SEC# 801-724961610-459-8872
01

Firm Overview

AUM
$119M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHARTERED ADVISORY GROUP, INC.

1 registered advisor
William Henry Kantner
CHADDS FORD, Pennsylvania
05

Office Locations

CHADDS FORD, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CHARTERED ADVISORY GROUP, INC. (CRD# 116517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.