CHARTER FINANCIAL GROUP, INC.
CRD #107731 SEC #801-50956 BETHESDA, MD 301-657-9831
SEC Registered
Total AUM
$160M
Discretionary
$160M
Employees
5
Clients
10
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $138.7M | $138.7M | $0 | 5 | -- |
| Mar 2010 | $120.8M | $120.8M | $0 | 5 | -- |
| Mar 2009 | $119.2M | $119.2M | $0 | 5 | -- |
| Mar 2008 | $158.7M | $158.7M | $0 | 5 | -- |
| Jan 2007 | $160M | $160M | $0 | 5 | -- |
| Feb 2006 | $187M | $187M | $0 | 5 | -- |
| Sep 2005 | $148.9M | $148.9M | $0 | 5 | -- |
| Apr 2002 | $144.2M | $137.1M | $7.1M | 5 | -- |
DateMar 2011
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$144.2M
Discretionary$137.1M
Non-Disc.$7.1M
Employees5
Clients--