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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, JENNIFER, CARRIE | I | SECRETARY-TREASURER | NA | Control |
| JONES, JENNIFER, CARRIE | I | CHIEF OPERATING OFFICER | NA | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN AND PRESIDENT | D | Control |
| STEWART, SUSAN, HAWES | I | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAWES, STEPHEN, GORDON | I | DIRECT OWNER | B | Control |
| HAWES, STEPHEN, GORDON | I | DIRECT OWNER | B | Control |
| HAWES, STEPHEN, GORDON | I | DIRECT OWNER | B | Control |
| HAWES, STEPHEN, GORDON | I | DIRECT OWNER | B | Control |
| HAWES, STEPHEN, GORDON | I | DIRECTOR | B | Control |
| HAWES, STEPHEN, GORDON | I | DIRECT OWNER | B | Control |
| KING, THOMAS, A | I | SECRETARY AND TREASURER | B | Control |
| KING, THOMAS, A | I | SECRETARY AND TREASURER | B | Control |
| KING, THOMAS, ALLEN | I | SECRETARY AND TREASURER | B | Control |
| KING, THOMAS, ALLEN | I | SECRETARY AND TREASURER | B | Control |
| KING, THOMAS, ALLEN | I | DIRECT OWNER | B | Control |
| KING, THOMAS, ALLEN | I | SECRETARY AND TREASURER | B | Control |
Registrations
Federal
IA
Jan 24, 2007 REGISTERED
Notice Filings (6)
CA DC MD PA TX VA
Address
4600 EAST-WEST HIGHWAYSUITE 630
BETHESDA, MD 20814
USA
Phone: 301-657-9831