Charles Street Asset Management, LLC

Charles Street Asset Management, LLC (CRD# 125655) is a financial advisory firm headquartered in Atlanta, GA. They manage $57,261,255 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $454,454
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

GA

Financial Advisors at Charles Street Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert R. Kiser
CRD#: 2843665
1640 Powers Ferry Road, Bldg. 11-300, Marietta, GA 30067
96
Wealthminder
score

Robert Kiser (CRD# 2843665) is an Investment Advisor Representative working at Charles Street Asset Management, LLC in Marietta, GA and has over 21 years of experience in the finance industry. Robert Kiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Senkbeil
CRD#: 714049
One Paces West, Suite 250, 2727 Paces Ferry Road, Atlanta, GA 30339
93
Wealthminder
score

James Senkbeil (CRD# 714049) is an Investment Advisor Representative working at Charles Street Asset Management, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.