Charter Financial Group Inc/Dc/ (Washington)

Name: Charter Financial Group Inc/Dc/
Address: 1101 14 Street Nw, Washington, DC, 20005
Telephone: 202-289-7443

Charter Financial Group Inc/Dc/ is a large advisory firm based in Washington. It manages $148.89 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, Pennsylvania, and Virginia.

Charter Financial Group Inc/Dc/ provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Charter Financial Group Inc/Dc/: assets under management

The assets under management (AUM) of Charter Financial Group Inc/Dc/ is $148.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $148.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charter Financial Group Inc/Dc/ for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Charter Financial Group Inc/Dc/

Stephen Gordon Hawes has been acting as President since 1 Jul 1996. Susan Hawes Stewart joined the executive team most recently as the Chairman And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Hawes Stewart	Chairman and president	1 Jan 1996	50% - 75%	1627736
Thomas A King	Secretary and treasurer	1 Jan 1996	Other	2720468
Stephen Gordon Hawes	Director	1 Jul 1996	Other	2744422

Based in Washington

The principal office where Charter Financial Group Inc/Dc/ performs its advisory services is located at 1101 14 Street Nw, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-289-7443 or by fax 202-289-6531. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.charterfinance.com.