Chartermac Real Estate Securities, LLC is a large advisory firm based in Kansas City. It manages $45.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas, Missouri, and New York.
Chartermac Real Estate Securities provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chartermac Real Estate Securities, LLC is $45.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chartermac Real Estate Securities, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Chartermac Real Estate Securities, LLC performs its advisory services is located at 4801 Main Street, Kansas City, MO 64112, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-531-9393 or by fax 816-531-9898. The normal business hours are 8:00am-6:00pm cst on Monday - Friday.