Charter Private Capital Management, LLC

Charter Private Capital Management, LLC (CRD# 155417) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $16,800,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $4,200,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Charter Private Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dale E. Grogan
CRD#: 1777863
140 Monroe Center Nw, Suite 300, Grand Rapids, MI 49503
90
Wealthminder
score

Dale Grogan (CRD# 1777863) is an Investment Advisor Representative working at Charter Private Capital Management, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.

2
John R. Kerschen
CRD#: 5856260
140 Monroe Center Nw, Suite 300, Grand Rapids, MI 49503
90
Wealthminder
score

John Kerschen (CRD# 5856260) is an Investment Advisor Representative working at Charter Private Capital Management, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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