1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CHARTER ADVISORY CORPORATION

Map pinINDIANAPOLIS, IN
Phone317-844-7416
NotebookSEC #801-119736
Total AUM
$333.1M
Employees
15
Clients
596

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 E. 96TH STREET
SUITE 200
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
317-844-7416
Other Offices
8

ReceiptFinancials

Total AUM
$333.1M
Accounts
877
Discretionary
$275.8M
Accounts
861
Non-Discretionary
$57.2M
Accounts
16

ContactClients

View more in analytics →

Individual Clients
372
AUM
$66.8M
HNW Individual Clients
203
AUM
$204M
Pension/Profit Sharing Plan Clients
18
AUM
$52.6M
Charitable Organization Clients
1
AUM
$927.8K
Government Entity Clients
1
AUM
$6.5M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLINKYLAMONCNEOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account