Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61250037
SEC advisor number
801-37458
FINRA CRD number
106452
AUM ?
$243.86 mm
(as of 28 Mar 24)
Accounts
375
(as of 28 Mar 24)
Employees
3
(3 investment advisory or research)
Address
Charter Research & Investment
2507 POST ROAD
1ST FLOOR
SOUTHPORT
CT 06890
2507 POST ROAD
1ST FLOOR
SOUTHPORT
CT 06890
Phone
203-259-4004
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21