Charles Street Asset Management, Inc.
Charles Street Asset Management, Inc. (CRD# 164781) is a financial advisory firm headquartered in , . They manage $30,658,278 in 231 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Charles Street Asset Management, Inc.
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts231ACCOUNTS
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Average Account Value$132,720
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Charles Street Asset Management, Inc.
1
Scott Bertozzi (CRD# 2731185) is an Investment Advisor Representative working at Charles Street Asset Management, Inc. in Baltimore, MD and has over 27 years of experience in the finance industry.
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