Overview
Assets Under Management: $319 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 246
Average Client Assets: $880,179
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.11
Average High-Net-Worth Client Assets: $880,179
Total Client Accounts: 954
Discretionary Accounts: 935
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 113390
Last Filing Date: 2024-10-28 00:00:00
Website: https://charteradvisory.com