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CHARTER CAPITAL MANAGEMENT, INC

BROOKFIELD, WI · CRD 35919 · IAPD ↗ · chartercapital.net · 414-257-3700

$462.2MRegulatory AUM
4Advisory reps
5Employees
3Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — CHARTER CAPITAL MANAGEMENT, INC reported RAUM up 26% ($283.2M -> $355.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.