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Building 2CHARTER INVESTMENT ADVISORS INC

Map pinORLANDO, FL
Phone407-226-1112
NotebookSEC #801-33360
Total AUM
$47.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5956 TURKEY LAKE RD.
SUITE 1
ORLANDO
FL 32819-4202
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
407-226-1112

ReceiptFinancials

Total AUM
$47.3M
Accounts
234
Discretionary
$42.8M
Accounts
215
Non-Discretionary
$4.5M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FEES AND SPECIAL SERVICE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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