CHARTER ADVISORY GROUP

CHARTER ADVISORY GROUP of BEDMINSTER, NJ is an SEC-registered investment adviser (CRD 283795). Regulatory assets under management: $25.5M.

Registration

• CRD: 283795
• Type: Registered investment adviser
• Location: 90 WASHINGTON VALLEY ROAD, BEDMINSTER, NJ, 07921
• Phone: 908-325-1707
• Latest filing: 2025-03-31
• Regulatory AUM: $25.5M
• Discretionary AUM: $25.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283795 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search