CHARTERED ADVISORY GROUP, INC.
DBA: CHARTERED ADVISORY GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $127.7M |
| Discretionary | $49.7M39% of AUM |
| Non-Discretionary | $78.0M |
| Client Accounts | 761 |
| Avg Account Size | $168K |
| Employees | 6 |
| Peak AUM | $155.7MMar 2014 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | +5.7% | 2.4% | 2.8% | |
| Discretionary AUM | $50M | ||||
Key Metrics
| Total AUM | $127.7M |
| Discretionary | $49.7M |
| Employees | 6 |
| Client Accounts | 761 |
| Client Range | 101-250 |
Contact & Location
Address
130 COMMONS COURT
CHADDS FORD PA 19317
Phone
610-459-8872
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$50M
39.0% of AUM
Non-Discretionary
$78M
61.0% of AUM
Disc. mix ▲ 10.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution