Charter Capital Management, Inc.
Charter Capital Management, Inc. (CRD# 35919) is a financial advisory firm headquartered in Brookfield, WI. They manage $355,891,809 in 368 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management356MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$967,097
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, IL, TX, WI
Alexandra Cali (CRD# 6656336) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 7 years of experience in the finance industry.
Daniel Glaser (CRD# 2750930) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 27 years of experience in the finance industry.
Joel Hassler (CRD# 2222541) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 23 years of experience in the finance industry.
Samuel Verhulst (CRD# 6981330) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 5 years of experience in the finance industry.
Benjamin Verhulst (CRD# 7790197) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has 1 year of experience in the finance industry.