ChartMark Investments

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

2200 S Utica Pl Ste 525, Tulsa, Oklahoma...

Phone Number

(918) 477-7685

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About ChartMark Investments

ChartMark Investments, Inc. is a Registered Investment Advisor that specializes in Portfolio Management, Investment Consulting, and Financial Planning Solutions. The firm caters to a diverse clientele, including Individuals, Small Businesses, and Institutions. They offer a complimentary appointment for potential clients to discuss their financial objectives and evaluate the firm's services. Operating primarily in Oklahoma, Louisiana, and Texas, ChartMark Investments emphasizes a personalized approach to meet the unique investment needs of their clients.Explore more
ChartMark Investments's Social MediaPopular SearchesChartmark Investments IncChartmark InvestmentsSIC Code 62,628NAICS Code 52,523Show more

ChartMark Investments Org Chart

MS
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Co-founder, President & Chief Executive Offic...

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ES
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Director, Trading & Operations

PhoneEmail
MG
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Director, Qualified Plan Accounts Qualified P...

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KJ
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Project Manager, MBA

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ChartMark Investments

<$5M
1-10
Private
-
2001
MS
Mark SmithCo-founder, President & CEO & Portfolio Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
JM
John McDonoughPresident & Founder
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

ChartMark Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ChartMark Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ChartMark Investments.

ChartMark Investments Tech Stack

A closer look at the technologies used by ChartMark Investments

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Frequently Asked Questions Regarding ChartMark Investments

What is ChartMark Investments's official website?
ChartMark Investments's official website is www.chartmark.com
What is ChartMark Investments's Revenue?
ChartMark Investments's revenue is <$5 Million
What is ChartMark Investments's SIC code?
ChartMark Investments's SIC: 62,628
What is ChartMark Investments's NAICS code?
ChartMark Investments's NAICS: 52,523
How many employees does ChartMark Investments have?
ChartMark Investments has 1-10 employees
What industry does ChartMark Investments belong to?
ChartMark Investments is in the industry of: Finance, Securities Trading
What is ChartMark Investments competition?
ChartMark Investments top competitors include: Eppolito Financial Strategies, Goodrich and Associates, Diversified Wealth Management Solutions, Reynolds Wealth Management
What technology does ChartMark Investments use?
Some of the popular technologies that ChartMark Investments uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact ChartMark Investments?
ChartMark Investments contact info: Phone number: (918) 477-7685 Website: www.chartmark.com
What does ChartMark Investments do?

ChartMark Investments, Inc. is a Registered Investment Advisor that specializes in Portfolio Management, Investment Consulting, and Financial Planning Solutions. The firm caters to a diverse clientele, including Individuals, Small Businesses, and Institutions. They offer a complimentary appointment for potential clients to discuss their financial o... bjectives and evaluate the firm's services. Operating primarily in Oklahoma, Louisiana, and Texas, ChartMark Investments emphasizes a personalized approach to meet the unique investment needs of their clients.Read More

What are ChartMark Investments social media links?
ChartMark Investments Linkedin page ChartMark Investments Facebook page
Is ChartMark Investments a public company?
ChartMark Investments is private company therefore does not currently have an official ticker symbol
See more information about ChartMark Investments

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