CHARTER ASSET MANAGEMENT GP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
173952

Firm profile

FINTRX

Overview

Charter Asset Management Gp LLC is structured as a limited liability company and is owned at the individual level. Public records in the provided dataset classify the firm as unclassified and do not list it as a multi-state adviser, an active ESG investor, a capital allocator, a pension consultant, or a related adviser. The firm’s SEC registration year is not listed in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DAVID PARK

    Co-FounderCRD 5829669

  • PAUL IM

    FounderCRD 6422480

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
633 W 5th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth