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

Building 2CHARTER RESEARCH & INVESTMENT GROUP INC

Map pinSOUTHPORT, CT
Phone203-259-4004
NotebookSEC #801-37458
Total AUM
$275.1M
Employees
3
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2507 POST ROAD
SOUTHPORT
CT 06890
United States
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
203-259-4004

ReceiptFinancials

Total AUM
$275.1M
Accounts
355
Discretionary
$275.1M
Accounts
355
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
83
AUM
$38.6M
HNW Individual Clients
75
AUM
$230.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$326.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account