Chartmark Investments, Inc.
Chartmark Investments, Inc. (CRD# 114812) is a financial advisory firm headquartered in Tulsa, OK. They manage $71,287,848 in 145 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management71MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$491,640
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
LA, OK, TX
John Clerico (CRD# 4453850) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 22 years of experience in the finance industry.
Meg Gentry (CRD# 5012120) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.
Eugene Smith (CRD# 2816924) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.
Mark Smith (CRD# 2512882) is an Investment Advisor Representative working at Chartmark Investments, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.