|
⚲
|
| Chartered Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 116517 |
| SEC # | 801-72496 |
| CIK # | |
| AUM | $127.7 M (2026-03-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-459-8872 |
| Address | 130 Commons Court Chadds Ford, PA 19317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 97.9 |
| (b) Individuals (high net worth individuals) | 20 | 29.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 127.7 |
| By Discretionary | ||
| Discretionary | 322 | 49.7 |
| Non-Discretionary | 439 | 78.0 |
| Total | 761 | 127.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.7 | |
| Total | 761 | 127.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Peak Financial Consulting Inc
✚
|
MN | 0.1 |
|
Sterling Bridge Financial Group LLC
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|
FL | 0.1 |
|
Frisco Financial Planning LLC
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|
0.1 | |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |
|
Wolfgang Capital LLC
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|
CA | 0.1 |
|
Foothills Advisors LLC
✚
|
AZ | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Reality Financial Planning Services LLC
✚
|
FL | 0.1 |
|
Gardner Asset Management LLC
✚
|
TX | 0.1 |