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CHARTER ADVISORY GROUP
CHARTER CAPITAL ADVISORS LLC
CRD 283795
90 WASHINGTON VALLEY ROAD, BEDMINSTER, NJ, 07921, United States
Phone
908-325-1707
Fax
908-325-0298
Registration
— (—)
Source
State registered
Total AUM
$25.5M
Discretionary AUM
$25.5M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersLIMITED INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $25.5M |
All web addresses on file
Official SEC filing: View on IAPD