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Building 2CHARTER CAPITAL MANAGEMENT, INC

Map pinBROOKFIELD, WI
Phone414-257-3700
NotebookSEC #801-16127
Total AUM
$462.2M
Employees
5
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13805 W BURLEIGH ROAD
SUITE 100
BROOKFIELD
WI 53005
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
414-257-3700

ReceiptFinancials

Total AUM
$462.2M
Accounts
1,188
Discretionary
$462.2M
Accounts
1,188
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$97.2M
HNW Individual Clients
139
AUM
$365M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILTXWI

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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