C
CRD: 120178
Charles J. Means & Co., LLC
Providence, RI, 02903
4012826600
$91.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2002
- Office Locations
- 1
Office Locations
344 Wickenden Street Providence RI
About Charles J. Means & Co., LLC
Charles J. Means & Co., LLC is a Providence-based RIA. The firm has been operating for 23 years. Managing $91.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$91.3M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Capital Pathway radial
Investment Themes
Zenith Ridge frontier
Investment Vehicles
Quantum signal
Services
Ember Unison vital Optima Atlas vector Peak crest
Owner & Executives
C
CHARLES JEFFRIES MEANS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4574371
- Ownership
- 75% or more
(496) 430-1389
meridian.bridge@embercapital.com
in linkedin.com/in/element-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,253,527 | $468,854 |
| Non-Discretionary | $0 | $3,528,728 |
| Total | $91,253,527 | $533,958 |
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Separately Managed Accounts
Total SMA Asset: $91,253,527
Equity - Exchange:
17.7% Cash:
13.8% U.S. Government/Agency:
30.7% Corporate - Investment Grade:
25.3% Public Funds:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,347,928,888 | 17.7% |
| Cash | $1,050,927,607 | 13.8% |
| U.S. Government/Agency | $2,337,933,156 | 30.7% |
| Corporate - Investment Grade | $1,926,700,614 | 25.3% |
| Public Funds | $951,927,180 | 12.5% |
| Total | $7,615,417,445 | 100.0% |