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| Charter Research & Investment Group Inc
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|---|---|
| CRD # | 106452 |
| SEC # | 801-37458 |
| CIK # | 0001666624 |
| AUM | 275.1 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-259-4004 |
| Address | 2507 Post Road Southport, CT 06890 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.6 | ||
| Alphabet Inc | 12.2 | ||
| Johnson & Johnson | 7.4 | ||
| United Technologies Corp /DE/ | 7.1 | ||
| SPDR Gold Trust | 4.8 | ||
| International Business Machines Corp | 4.5 | ||
| PepsiCo Inc | 4.5 | ||
| Facebook Inc | 4.3 | ||
| Alphabet Inc | 3.6 | ||
| Bank of America Corp /DE/ | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 38.6 |
| (b) Individuals (high net worth individuals) | 75 | 230.3 |
| (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 | 1.3 |
| (h) Charitable organizations | 0 | 4.6 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 355 | 275.1 |
| By Discretionary | ||
| Discretionary | 355 | 275.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 355 | 275.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.1 | |
| Total | 355 | 275.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666624] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 161 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
Udine Wealth Management Inc
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|
TrueWealth Financial Partners LLC
✚
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|
Valor Financial Services LLC
✚
|
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