SEC Form ADV

CHARTERED ADVISORY GROUP

Registered Investment AdviserPA
$127.7M
Assets Under Management
761
Total Clients
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Registration Details

Accession
CRD-116517
Location
CHADDS FORD, PA
Filing Date
March 23, 2026
AUM
$127.7M
Total Clients
761
Amendment
No

About this Adviser

CHARTERED ADVISORY GROUP is a registered investment adviser headquartered in CHADDS FORD, PA, managing approximately $127.7M in assets across 761 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.