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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