CHARTER CAPITAL MANAGEMENT, LLC of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 35919). Regulatory assets under management: $462.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Joel T Hassler | CHIEF COMPLIANCE OFFICER, PRESIDENT, PRINCIPAL; CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | — |
| Daniel Richard Glaser | VICE PRESIDENT, PRINCIPAL; VICE PRESIDENT, SHAREHOLDER | — |
| Alexandra Marie Cali | ADVISOR, PRINCIPAL; ADVISOR, SHAREHOLDER | — |
| Samuel Peter Verhulst | ADVISOR, PRINCIPAL; ADVISOR, SHAREHOLDER | — |
| TOLL LAUREN ERVIN | CEO, DIRECTOR; CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY; CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY (+1 more) | — |
| HASSLER JOEL T | CCO (FOR BROKER DEALER ONLY); CHIEF COMPLIANCE OFFICER, PRESIDENT; CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | — |
| GLASER DANIEL RICHARD | REGISTERED PRINCIPAL; VICE PRESIDENT, SHAREHOLDER | — |
| CALI ALEXANDRA MARIE | ADVISOR, SHAREHOLDER | — |
| Verhulst Samuel Peter | ADVISOR, SHAREHOLDER | — |