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CHARTERED ADVISORY GROUP

CHARTERED ADVISORY GROUP, INC.

CRD 116517 · SEC 801-72496

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130 COMMONS COURT, CHADDS FORD, PA, 19317, United States

Phone

610-459-8872

Fax

610-459-8171

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.7M

Discretionary AUM

$49.7M

Team

6 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsCONSULTING

Client types

TypeClientsAUM
Individuals263$97.9M
High net worth individuals20$29.8M

States served

DE, MD, PA

All web addresses on file

Official SEC filing: View on IAPD