Charter Private Capital Management, LLC

Charter Private Capital Management, LLC (CRD# 155417) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $75,600,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
140 Monroe Center Nw, Suite 300, Grand Rapids, MI 49503
https://chartercapitalpartners.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $4,447,059
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Charter Private Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Kerschen, financial advisor Grand Rapids MI
John R. Kerschen
CRD#: 5856260
140 Monroe Center Nw, Suite 300, Grand Rapids, MI 49503

John Kerschen (CRD# 5856260) is an Investment Advisor Representative working at Charter Private Capital Management, LLC in Grand Rapids, MI and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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