Charter Capital Management, Llc
Charter Capital Management, LLC is an independent fee-based Registered Investment Advisor providing investment management services for over 45 years. Our mission is to provide each client - individual or company - with a comprehensive investment strategy tailored to his or her financial circumstances, and to establish and manage an appropriate investment portfolio based upon that strategy. As a fiduciary for our clients, we are paid a fee to provide investment direction that is in their best interest.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AC
Ali Cali
Attorney · Legal
EmailPhone - PW
Patti Wold
Portfolio Administrator · Operations
EmailPhone - SV
Sam Verhulst
Financial Advisor · Finance & Accounting
EmailPhone - SB
Steve Bruce
Founder and CEO, Mba · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Charter Capital Management, Llc
4 distinct titles indexed · top 4 shown.
- 2portfolio administrator
- 1attorney
- 1financial advisor
- 1founder and ceo, mba
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