Charter Financial Group Inc/DC/

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Charter Financial Group Inc/Dc/ ✚
CRD #	107731
SEC #	801-50956
CIK #
AUM
Employees
Phone	202-289-7443
Address	1401 I Street NW Washington, DC 20005
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	48	132.2
By Discretionary
Discretionary	47	122.7
Non-Discretionary	1	9.5
Total	48	132.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		132.2
Total	48	132.2

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail

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Charter Financial Group Inc/Dc/

Assets, Funds, Holdings