Charter Advisory Corporation
Investment Management • 
Carmel, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | 250 E. 96th St., 200, Indianapolis, IN 46240, US |
| Phone number | +13178447416 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Financial Advisor, Tax Planning, 401K, IRA, Roth Ira, Life Insurance, Insurance, Long Term Care, Financial Planning, Estate Planning, Retirement, Retirement Plan, Investment Advisor, 529 Plans, Sep Ira, Simple Ira, Traditional Ira, College Plans, Dave Ramsey |
| Employees | 1-10 |
| Socials |
Key Contact at Charter Advisory Corporation
Michael Kelley
President
Charter Advisory Corporation Email Formats
Charter Advisory Corporation uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@charteradvisory.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@charteradvisory.com | 75% |
{last name}{last name} | doedoe@charteradvisory.com | 25% |
About Charter Advisory Corporation
At Charter Advisory we assist our clients in a variety of areas. This includes Investments, Insurance, and financial planning. We are not limited to these areas. Visit our website or reach out to us to find out more about how we can assist you.
Charter Advisory Corporation revenue & valuation
| Annual revenue | $7,431,906 |
| Revenue per employee | $826,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $23,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Charter Advisory Corporation has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Charter Advisory Corporation has never raised funding before.
Charter Advisory Corporation Tech Stack
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