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Home > Retirement Planners > wisconsin > brookfield > CHARTER CAPITAL MANAGEMENT, INC
CHARTER CAPITAL MANAGEMENT, INC
13805 W Burleigh Road
Suite 100
Brookfield, Wisconsin 53005
Tel: 414-257-3700
About CHARTER CAPITAL MANAGEMENT, INC
CHARTER CAPITAL MANAGEMENT, INC, formally registered with the SEC as CHARTER CAPITAL MANAGEMENT, INC. The firm was established in 05/01/1981. They have over 1 offices throughout the country.
CHARTER CAPITAL MANAGEMENT, INC is a Brookfield, Wisconsin based Financial Planning firm with nearly $406,065,314 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 35919 |
| SEC# | 801-16127 |
| Assets Managed by Firm | $406,065,314 |
| No. of Clients | 375 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 375 | $406,065,314 |
| Individuals (other than high net worth individuals) | 340 | $270,791,351 |
| High net worth individuals | 26 | $135,273,963 |
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