CHARTER RESEARCH & INVESTMENT GROUP INC
CRD #106452 SEC #801-37458 SOUTHPORT, CT 203-259-4004
SEC Registered
Total AUM
$254.4M
Discretionary
$254.4M
Employees
3
Clients
10
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $254.4M | $254.4M | $0 | 3 | 161 |
| Mar 2024 | $243.9M | $243.9M | $0 | 3 | 159 |
| Mar 2023 | $215.8M | $215.8M | $0 | 3 | 159 |
| Mar 2022 | $250.3M | $250.3M | $0 | 3 | 165 |
| Apr 2021 | $228.7M | $228.7M | $0 | 3 | 169 |
| Mar 2021 | $228.7M | $228.7M | $0 | 4 | 169 |
| Jun 2020 | $220M | $220M | $0 | 4 | 167 |
| Mar 2020 | $220M | $220M | $0 | 4 | 167 |
| Mar 2019 | $191M | $191M | $0 | 4 | 164 |
| Mar 2018 | $202.6M | $202.6M | $0 | 5 | 164 |
| Mar 2017 | $195.7M | $195.7M | $0 | 5 | 200 |
| Jun 2016 | $197.5M | $197.5M | $0 | 5 | 200 |
| Mar 2016 | $197.5M | $197.5M | $0 | 5 | 200 |
| Mar 2015 | $205.3M | $205.3M | $0 | 4 | 200 |
| Jun 2014 | $203.8M | $203.8M | $0 | 4 | 200 |
| Mar 2014 | $192.9M | $192.9M | $0 | 4 | 200 |
| Mar 2013 | $178.5M | $177.2M | $1.3M | 4 | 200 |
| Mar 2012 | $172.4M | $171M | $1.4M | 1 | 200 |
| Feb 2012 | $171.3M | $169.6M | $1.7M | 1 | 200 |
| Mar 2009 | $108.6M | $102.9M | $5.7M | 5 | -- |
| Feb 2007 | $96.6M | $89M | $7.7M | 5 | -- |
| Mar 2006 | $88.4M | $80.8M | $7.6M | 5 | -- |
| Dec 2005 | $83.4M | $76.6M | $6.8M | 5 | -- |
| Sep 2005 | $83.4M | $76.6M | $6.8M | 5 | -- |
| Mar 2004 | $73.7M | $69.9M | $3.8M | 5 | -- |
DateMar 2025
Total AUM$254.4M
Discretionary$254.4M
Non-Disc.$0
Employees3
Clients161
DateMar 2024
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees3
Clients159
DateMar 2023
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees3
Clients159
DateMar 2022
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees3
Clients165
DateApr 2021
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees3
Clients169
DateMar 2021
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees4
Clients169
DateJun 2020
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients167
DateMar 2020
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients167
DateMar 2019
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees4
Clients164
DateMar 2018
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees5
Clients164
DateMar 2017
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees5
Clients200
DateJun 2016
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients200
DateJun 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$178.5M
Discretionary$177.2M
Non-Disc.$1.3M
Employees4
Clients200
DateMar 2012
Total AUM$172.4M
Discretionary$171M
Non-Disc.$1.4M
Employees1
Clients200
DateFeb 2012
Total AUM$171.3M
Discretionary$169.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2009
Total AUM$108.6M
Discretionary$102.9M
Non-Disc.$5.7M
Employees5
Clients--
DateFeb 2007
Total AUM$96.6M
Discretionary$89M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2006
Total AUM$88.4M
Discretionary$80.8M
Non-Disc.$7.6M
Employees5
Clients--
DateDec 2005
Total AUM$83.4M
Discretionary$76.6M
Non-Disc.$6.8M
Employees5
Clients--
DateSep 2005
Total AUM$83.4M
Discretionary$76.6M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2004
Total AUM$73.7M
Discretionary$69.9M
Non-Disc.$3.8M
Employees5
Clients--