Charter Research & Investment Group Inc
Charter Research & Investment Group Inc is an SEC-registered wealth manager in Southport, CT with $275.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Charter Research & Investment Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106452, SEC 801-37458, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $275.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Southport, CT
- Employees
- 3
- Clients
- 158
- CRD
- 106452
- Ownership
- CLARK, PATRICK, JOHN; LUCIANI, PAULA, MASTRONI; LUCIANI, PAULA, NICOLETTE; GRENNAN, MICHAEL, JAMES
How much AUM does Charter Research & Investment Group Inc have?
Charter Research & Investment Group Inc reported $275.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Charter Research & Investment Group Inc?
Disclosed owners and executives of Charter Research & Investment Group Inc include CLARK, PATRICK, JOHN, LUCIANI, PAULA, MASTRONI, LUCIANI, PAULA, NICOLETTE, GRENNAN, MICHAEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.