CHARTER WEALTH MANAGEMENT

Tel: 919-729-2100 8601 Six Forks Road Suite 400 Raleigh, North Carolina 27615

About CHARTER WEALTH MANAGEMENT

CHARTER WEALTH MANAGEMENT is a Raleigh, North Carolina based financial advisory firm with nearly $168,111,674 in assets under management and provides investment advisory services for 268 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

162299

Firm SEC#:

801-117854

Assets Under Management:

$168,111,674

No. of Clients:

268

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

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