Company Overview
- Headquarters
- 1000 Bestgate Rd Ste 300, Annapolis MD
- Website
- charterfinancialgroup.com
- Phone
- (410) 987-****
- Employees
- 27
- Founded in
- 1996
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
- 5239, 523, 52393, 52
- SIC Code
- 628, 62
Financials & Stats
Revenue
$8B
Who is Charter Financial Group Inc
Charter Financial Group Inc. is an independent investment advisor located in Annapolis, Maryland. As a privately held company, it employs 27 individuals. Charter Financial Group specializes in providing institutional-quality portfolio management services, focusing on crafting tailored stock and bond portfolios. Their clientele includes individuals and pension funds seeking personalized investment strategies. Their commitment to client needs drives Charter Financial Group's approach. They strive to leverage institutional expertise to achieve the best possible investment outcomes for each client. Interested parties can learn more about Charter Financial Group's services and approach by visiting their website at charterfinancialgroup.com.
Company Leadership
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