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CHARTER ADVISORY CORPORATION
250 E. 96th Street
Suite 200
Indianapolis, Indiana 46240
Tel: 317-844-7416
About CHARTER ADVISORY CORPORATION
CHARTER ADVISORY CORPORATION, formally registered with the SEC as CHARTER ADVISORY CORPORATION. The firm was established in 01/12/2021. They have over 10 offices throughout the country.
CHARTER ADVISORY CORPORATION is a Indianapolis, Indiana based Financial Planning firm with nearly $319,216,086 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113390 |
| SEC# | 801-119736 |
| Assets Managed by Firm | $319,216,086 |
| No. of Clients | 954 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 954 | $319,216,086 |
| Individuals (other than high net worth individuals) | 451 | $79,695,708 |
| High net worth individuals | 222 | $177,245,358 |
| Pension and profit sharing plans | 30 | $59,079,257 |
| Charitable organizations | Fewer than 5 clients | $1,168,563 |
| Corporations or other businesses | 7 | $2,027,200 |
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