$25.5M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2016
- Office Locations
- 1
Office Locations
90 Washington Valley Road Bedminster NJ
About Charter Advisory Group
Charter Advisory Group is a Bedminster-based RIA. The firm has been operating for 9 years. Managing $25.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL STEVEN MAGLIO
Advisor, Managing Partner
- CRD
- #2165888
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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