CHARTER INVESTMENT ADVISORS INC
CRD #104872 SEC #801-33360 ORLANDO, FL 407-226-1112
SEC Registered
Total AUM
$47.3M
Discretionary
$42.8M
Employees
1
Clients
1
Accounts
234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $47.3M | $42.8M | $4.5M | 1 | 150 |
| Jan 2012 | $47.3M | $42.8M | $4.5M | 1 | 150 |
| Mar 2009 | $52.7M | $49.5M | $3.2M | 5 | -- |
| Mar 2007 | $87.4M | $80.1M | $7.2M | 5 | -- |
| Jan 2007 | $81.1M | $77.8M | $3.2M | 5 | -- |
| Nov 2006 | $81.1M | $77.8M | $3.2M | 5 | -- |
| Mar 2006 | $81.1M | $77.8M | $3.2M | 5 | -- |
| Feb 2006 | $84.9M | $79M | $6M | 5 | -- |
| Sep 2005 | $84.9M | $79M | $6M | 5 | -- |
| Mar 2002 | $89.3M | $78.6M | $10.8M | 5 | -- |
DateMay 2012
Total AUM$47.3M
Discretionary$42.8M
Non-Disc.$4.5M
Employees1
Clients150
DateJan 2012
Total AUM$47.3M
Discretionary$42.8M
Non-Disc.$4.5M
Employees1
Clients150
DateMar 2009
Total AUM$52.7M
Discretionary$49.5M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2007
Total AUM$87.4M
Discretionary$80.1M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2007
Total AUM$81.1M
Discretionary$77.8M
Non-Disc.$3.2M
Employees5
Clients--
DateNov 2006
Total AUM$81.1M
Discretionary$77.8M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2006
Total AUM$81.1M
Discretionary$77.8M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2006
Total AUM$84.9M
Discretionary$79M
Non-Disc.$6M
Employees5
Clients--
DateSep 2005
Total AUM$84.9M
Discretionary$79M
Non-Disc.$6M
Employees5
Clients--
DateMar 2002
Total AUM$89.3M
Discretionary$78.6M
Non-Disc.$10.8M
Employees5
Clients--