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Building 2CHARTER WEALTH MANAGEMENT

Map pinRALEIGH, NC
Phone919-729-2100
NotebookSEC #801-117854
Total AUM
$195.6M
Employees
4
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8601 SIX FORKS ROAD
SUITE 400
RALEIGH
NC 27615
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
919-729-2100
Other Offices
3

ReceiptFinancials

Total AUM
$195.6M
Accounts
232
Discretionary
$191.8M
Accounts
231
Non-Discretionary
$3.8M
Accounts
1

ContactClients

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Individual Clients
65
AUM
$18.1M
HNW Individual Clients
31
AUM
$49.3M
Pension/Profit Sharing Plan Clients
12
AUM
$114.7M
Charitable Organization Clients
1
AUM
$13.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALILMSNCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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