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Home > Retirement Planners > connecticut > southport > CHARTER RESEARCH & INVESTMENT GROUP INC
CHARTER RESEARCH & INVESTMENT GROUP INC
2507 Post Road
Southport, Connecticut 06890
Tel: 203-259-4004
About CHARTER RESEARCH & INVESTMENT GROUP INC
CHARTER RESEARCH & INVESTMENT GROUP INC, formally registered with the SEC as CHARTER RESEARCH & INVESTMENT GROUP INC. The firm was established in 09/28/1990. They have over 1 offices throughout the country.
CHARTER RESEARCH & INVESTMENT GROUP INC is a Southport, Connecticut based Financial Planning firm with nearly $243,860,647 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106452 |
| SEC# | 801-37458 |
| Assets Managed by Firm | $243,860,647 |
| No. of Clients | 375 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 375 | $243,860,647 |
| Individuals (other than high net worth individuals) | 87 | $41,986,028 |
| High net worth individuals | 68 | $196,191,944 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,018,129 |
| Charitable organizations | Fewer than 5 clients | $4,362,482 |
| Corporations or other businesses | Fewer than 5 clients | $302,064 |
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