CHARTERED ADVISORY GROUP

130 Commons Court
Chadds Ford, Pennsylvania 19317
Tel: 610-459-8872

About CHARTERED ADVISORY GROUP

CHARTERED ADVISORY GROUP, formally registered with the SEC as CHARTERED ADVISORY GROUP. The firm was established in 06/22/2011. They have over 2 offices throughout the country.

CHARTERED ADVISORY GROUP is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $119,429,575 assets under management, offering retirement planning & investment advisory services to 723 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116517
SEC#	801-72496
Assets Managed by Firm	$119,429,575
No. of Clients	723
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	723	$119,429,575
Individuals (other than high net worth individuals)	286	$103,988,822
High net worth individuals	10	$15,440,753

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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