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CHARTMARK INVESTMENTS, INC.
CRD 114812
UTICA PLACE OFFICE TOWER 2200 S UTICA PLACE, SUITE 525, TULSA, OK, 74114, United States
Phone
918-477-7685
Fax
918-477-9124
Registration
— (—)
Source
State registered
Total AUM
$87.6M
Discretionary AUM
$87.6M
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVICE TO 401K PLAN PARTICIPANTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $20.0M |
| High net worth individuals | 16 | $56.4M |
All web addresses on file
Official SEC filing: View on IAPD