William ChartersCRD Number: 4634627
Current Firm: Sabal Capital Management, LLC
William Charters (CRD# 4634627) is an Investment Advisor Representative working at Sabal Capital Management, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Sabal Capital Management, LLC||Walnut Creek, CA||Jul 2010 - Current||7|
|Spring Point Capital, Llc (fka Botti Brown Asset Management Llc)||San Francisco, CA||Sep 2002 - Jul 2010||7|
Total Assets Under Management196MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$28,011,760
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)