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Chartered Advisory Group, Inc.

● SEC registered since 2011CRD 116517SEC# 801-72496Chadds Ford, PA
Export (members)
Reg. AUM
$120.8M
Employees
6
Accounts
728
Location
Chadds Ford, PA

Chartered Advisory Group, Inc. assets under management

Chartered Advisory Group, Inc. is an investment advisory firm registered with the SEC based in Chadds Ford, PA. The firm has been registered since 2011. It reports $120.8 million in regulatory assets under management and employs 6 people.
www.charteredadvisorygroup.comView on SEC.gov ↗

Chartered Advisory Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
William Henry Kantner ControlPresident / Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Chartered Advisory Group, Inc. manage?

Chartered Advisory Group, Inc. reports $120.8 million in regulatory assets under management on its Form ADV.

How many employees does Chartered Advisory Group, Inc. have?

Chartered Advisory Group, Inc. reports 6 employees.

Where is Chartered Advisory Group, Inc. located?

Chartered Advisory Group, Inc. is based in Chadds Ford, PA and has been SEC-registered since 2011.

Does Chartered Advisory Group, Inc. disclose fund performance?

Chartered Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address130 Commons Court, Chadds Ford, PA 19317
Phone610-459-8872
Fax610-459-8171
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$34.6M
Non-discretionary$86.2M
Total (RAUM)$120.8M