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CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452 · SEC 801-37458
2507 POST ROAD, SOUTHPORT, CT, 06890, United States
Phone
203-259-4004
Fax
203-259-6941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.1M
Discretionary AUM
$275.1M
Team
3 total employees; 3 advisory reps; 161 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $38.6M |
| High net worth individuals | 75 | $230.3M |
States served
MA, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD