Charter Financial Group Inc/Dc/ is a large advisory firm based in Washington. It manages $148.89 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, Pennsylvania, and Virginia.
Charter Financial Group Inc/Dc/ provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charter Financial Group Inc/Dc/ is $148.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charter Financial Group Inc/Dc/ for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Gordon Hawes has been acting as President since 1 Jul 1996. Susan Hawes Stewart joined the executive team most recently as the Chairman And President.
The principal office where Charter Financial Group Inc/Dc/ performs its advisory services is located at 1101 14 Street Nw, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-289-7443 or by fax 202-289-6531. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.charterfinance.com.