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    Charter Capital Management, Inc.

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    Description

    • Charter Capital Management, Inc. is an independent fee-based Registered Investment Advisor providing investment management services for over 35 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.
    • location

      Headquarters:13805 West Burleigh Road , Brookfield, Wisconsin, United States

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    • Charter Capital Management, Inc. phone

      Phone Number: +1 414-257-3700

    • Charter Capital Management, Inc. website

      Website: http://chartercapital.net/

    • Charter Capital Management, Inc. employees

      Employees:8

    • Charter Capital Management, Inc. revenue

      Revenue:$1 - 10M

    • Charter Capital Management, Inc. legal name

      Legal Name:Charter Capital Management, Inc.

    • Charter Capital Management, Inc.'s Social Media

      Charter Capital Management, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Charter Capital Management, Inc.

    Steve Bruce

    Founder And Chief Executive Officer, Mba

    Person level website visitor identification

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    View Employees

    Joel Hassler

    President And Portfolio Manager

    Rosario Montero

    Vice President

    Frequently Asked Questions regarding Charter Capital Management, Inc.

    • Where are Charter Capital Management, Inc.'s Headquarters?

      Charter Capital Management, Inc.'s Headquarters are in 13805 West Burleigh Road ,Brookfield,Wisconsin,United States

    • What is Charter Capital Management, Inc.'s phone number?

      Charter Capital Management, Inc.'s phone number is +1 414-257-3700

    • What is Charter Capital Management, Inc.'s official website?

      Charter Capital Management, Inc.'s official website is http://chartercapital.net/

    • What is Charter Capital Management, Inc.'s Revenue?

      Charter Capital Management, Inc.'s revenue is $1 - 10M

    • What is Charter Capital Management, Inc.'s NAICS code?

      Charter Capital Management, Inc.'s NAICS code is 523110

    • How many employees are working in Charter Capital Management, Inc.

      Charter Capital Management, Inc. has 8 employees

    • What is Charter Capital Management, Inc.'s Industry?

      Charter Capital Management, Inc. is in the industry of Financial Services

    • Who is Charter Capital Management, Inc.'s CEO?

      Charter Capital Management, Inc.'s CEO is Steve Bruce

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