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Charter Capital Management, Inc

Tel: 414-257-3700
13805 W Burleigh Road
Suite 100
Brookfield, Wisconsin  53005

About Charter Capital Management, Inc

Charter Capital Management, Inc is a Brookfield, Wisconsin based financial advisory firm with nearly $297,620,065 in assets under management and provides investment advisory services for 340 clients. There are currently 5 financial advisors at the firm.


General Information

Firm CRD#:   35919
SEC#:   801-16127
Assets under Management:   $297,620,065
No. of Clients:   340
No. of Advisors:   5
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services
Fee Structure:   A percentage of AUM

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