Charter Capital Management, Inc.

www.chartercapital.net

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.

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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.

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Country

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State

Wisconsin

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City (Headquarters)

Brookfield

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Employees

1-10

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Founded

1977

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Founder and Chief Executive Officer , MBA

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Attorney

    Email ****** @****.com
    Phone (***) ****-****

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