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Charter Research & Investment Group Inc

● SEC registered since 1990CRD 106452SEC# 801-37458Southport, CT
Export (members)
Reg. AUM
$254.4M
Employees
3
Accounts
360
Location
Southport, CT

Charter Research & Investment Group Inc assets under management

Charter Research & Investment Group Inc is an SEC-registered investment adviser based in Southport, CT. The firm has been registered since 1990. It reports $254.4 million in regulatory assets under management and employs 3 people.
www.charterinvestmentgroup.comView on SEC.gov ↗

Charter Research & Investment Group Inc owners & executives

2 reported
NameTitleOwnershipSince
Michael James Grennan ControlVice President And SecretaryUnder 5%2021
Patrick John Clark ControlPresident, Chief Compliance Officer, TreasurerOver 75%2021

Frequently asked questions

How much does Charter Research & Investment Group Inc manage?

Charter Research & Investment Group Inc reports $254.4 million in regulatory assets under management on its Form ADV.

How many employees does Charter Research & Investment Group Inc have?

Charter Research & Investment Group Inc reports 3 employees.

Where is Charter Research & Investment Group Inc located?

Charter Research & Investment Group Inc is based in Southport, CT and has been SEC-registered since 1990.

Does Charter Research & Investment Group Inc disclose fund performance?

Charter Research & Investment Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2507 Post Road, Southport, CT 06890
Phone203-259-4004
Fax203-259-6941
Office hours9:00a.m. To 4:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$254.4M
Non-discretionary$0
Total (RAUM)$254.4M