Charter Advisory Corporation
Charter Advisory Corporation (CRD# 113390) is a financial advisory firm headquartered in Indianapolis, IN. They manage $319,216,086 in 954 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management319MILLION
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$334,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX
Thomas Butler (CRD# 1033101) is an Investment Advisor Representative working at Charter Advisory Corporation in Greenfield, IN and has over 41 years of experience in the finance industry.
David Damaska (CRD# 2609460) is an Investment Advisor Representative working at Charter Advisory Corporation in Loveland, OH and has over 28 years of experience in the finance industry.
Lowell Dever (CRD# 66548) is an Investment Advisor Representative working at Charter Advisory Corporation in Lacombe, LA and has over 34 years of experience in the finance industry.
Karen Grindlay (CRD# 3013041) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 26 years of experience in the finance industry.
Randall Harrison (CRD# 5434946) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 16 years of experience in the finance industry.
Michael Kelley (CRD# 1021878) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 41 years of experience in the finance industry.
Dennis Kenley (CRD# 4130118) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 24 years of experience in the finance industry.
Edward Musleh (CRD# 2555293) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 29 years of experience in the finance industry.
Sina Nowak (CRD# 2135748) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 27 years of experience in the finance industry.
Charles Pilecki (CRD# 2095941) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 33 years of experience in the finance industry.