Charter Capital Management, Inc. is an independent fee-based Registered Investment Advisor providing investment management services for over 40 years. Our mission is to provide each client - individual or company - with a comprehensive investment strategy tailored to his or her financial circumstances, and to establish and manage an appropriate investment portfolio based upon that strategy. As a fiduciary for our clients, we are paid a fee to provide investment direction that is in their best interest.
View Top Employees from Charter Capital Management, Inc.| Website | http://chartercapital.net/ |
| Revenue | $872000 |
| Employees | 9 (9 on RocketReach) |
| Founded | 1977 |
| Address | 13805 W Burleigh Rd, Brookfield, Wisconsin 53005, US |
| Phone | (414) 257-3700 |
| Fax | (414) 257-0917 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Attentive Investments, LLC, Bollin Wealth Management LLC, Covenant Wealth Advisors, Sierra Pacific Financial Advisors, LLC, Tarheel Advisors, LLC |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523120 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies |
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Charter Capital Management, Inc. Questions
The Charter Capital Management, Inc. annual revenue was $872000 in 2024.
Joel Hassler is the President and Portfolio Manager of Charter Capital Management, Inc..
9 people are employed at Charter Capital Management, Inc..
Charter Capital Management, Inc. is based in Brookfield, Wisconsin.
The NAICS codes for Charter Capital Management, Inc. are [523120, 5231, 52, 52312, 523].
The SIC codes for Charter Capital Management, Inc. are [621, 62].
Top Charter Capital Management, Inc. Employees
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ViewSam Verhulst
Financial Advisor at Charter Capital Management, Inc.
Milwaukee, Wisconsin, United States12 -
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ViewSam Verhulst
Financial Advisor at Charter Capital Management, Inc.
Milwaukee, Wisconsin, United States12
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