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CHARTER ADVISORY SERVICES, LLC
CRD 288303
1616 CONCIERGE BLVD, 1ST FLOOR STE. 100, DAYTONA BEACH, FL, 32117, United States
Phone
239-244-8644
Fax
888-885-2293
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$7.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $2.8M |
| High net worth individuals | 16 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD