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CHARTER RESEARCH & INVESTMENT GROUP INC

dba CHARTER RESEARCH & INVESTMENT GROUP INC · CRD 106452 · Registered Investment Adviser

Custody via related person

CHARTER RESEARCH & INVESTMENT GROUP INC is a Registered Investment Adviser headquartered in SOUTHPORT, CT. The firm reports $275,129,072 in regulatory assets under management across 355 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$275,129,072
Non-discretionary$0
Total RAUM$275,129,072
Accounts355

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 106452. adviserinfo.sec.gov/firm/summary/106452.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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