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THE CAPITAL CHART ROOM, LTD
2821 West 7th Street
Suite 550
Fort Worth, Texas 76107-8912
Tel: 817-801-6455
About THE CAPITAL CHART ROOM, LTD
THE CAPITAL CHART ROOM, LTD, formally registered with the SEC as THE CAPITAL CHART ROOM, LTD. The firm was established in 12/14/2001. They have over 1 offices throughout the country.
THE CAPITAL CHART ROOM, LTD is a Fort Worth, Texas based Financial Planning firm with nearly $338,710,018 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117980 |
| SEC# | 801-60779 |
| Assets Managed by Firm | $338,710,018 |
| No. of Clients | 220 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 220 | $338,710,018 |
| Individuals (other than high net worth individuals) | 13 | $4,179,799 |
| High net worth individuals | 11 | $12,562,551 |
| Charitable organizations | 1 | $475,037 |
| Corporations or other businesses | 33 | $321,492,631 |
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