CHARTERED ADVISORY GROUP, INC.
Legal name: CHARTERED ADVISORY GROUP
CRD #116517 SEC #801-72496 CHADDS FORD, PA 610-459-8872
SEC Registered
Total AUM
$120.8M
Discretionary
$34.6M
Employees
6
Clients
101
Accounts
728
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| KANTNER, WILLIAM, HENRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (5)
DE MD NJ PA TX
Address
130 COMMONS COURTCHADDS FORD, PA 19317
United States
Phone: 610-459-8872