CHARTERED ADVISORY GROUP, INC.
Doing business as CHARTERED ADVISORY GROUP. SEC Form ADV profile.
Total regulatory AUM
$127,713,140
Discretionary
$49,747,500
Non-discretionary
$77,965,640
Firm details
- CRD number
- 116517
- SEC file number
- 801-72496
- Main office
- CHADDS FORD, PA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.