Charton Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6345 Balboa Blvd Ste 292 Bldg 4, Encino,...

Phone Number

(805) 864-2754

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
1
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1

About Charton Financial Group

Charton Financial Group is a leading provider of wealth management, risk management, and employee benefit strategies. The firm serves affluent individuals, families, and organizations, offering highly specialized and independent financial services. With a mission to humanize financial services, they focus on meaningful stewardship and authentic client relationships. Their comprehensive approach ensures clients receive impartial advice tailored to their unique financial goals.Explore more
Charton Financial Group's Social MediaPopular SearchesCharton Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Charton Financial Group Org Chart

PhoneEmail
AG
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Client Services Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charton Financial Group

<$5M
1-10
Private
-
-
AG
Andrea GurrolaClient Services Associate
<$5M
11-50
Private
-
2009
JB
Jamie ButlerOffice Manager
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
-
KG
Kevin GoodManager, Wealth
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Charton Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Charton Financial Group Tech Stack

A closer look at the technologies used by Charton Financial Group

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Frequently Asked Questions Regarding Charton Financial Group

What is Charton Financial Group's official website?
Charton Financial Group's official website is www.chartonfinancialgroup.com
What is Charton Financial Group's Revenue?
Charton Financial Group's revenue is <$5 Million
What is Charton Financial Group's SIC code?
Charton Financial Group's SIC: 62,628
What is Charton Financial Group's NAICS code?
Charton Financial Group's NAICS: 52,523
How many employees does Charton Financial Group have?
Charton Financial Group has 1-10 employees
What industry does Charton Financial Group belong to?
Charton Financial Group is in the industry of: Finance, Securities Trading
What is Charton Financial Group competition?
Charton Financial Group top competitors include: JLB Wealth Management Group, JFL Total Wealth Management, Pillar Wealth, V Wealth Management
What technology does Charton Financial Group use?
Some of the popular technologies that Charton Financial Group uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Charton Financial Group?
Charton Financial Group contact info: Phone number: (805) 864-2754 Website: www.chartonfinancialgroup.com
What does Charton Financial Group do?

Charton Financial Group is a leading provider of wealth management, risk management, and employee benefit strategies. The firm serves affluent individuals, families, and organizations, offering highly specialized and independent financial services. With a mission to humanize financial services, they focus on meaningful stewardship and authentic cli... ent relationships. Their comprehensive approach ensures clients receive impartial advice tailored to their unique financial goals.Read More

What are Charton Financial Group social media links?
Charton Financial Group Twitter page Charton Financial Group Facebook page
Is Charton Financial Group a public company?
Charton Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Charton Financial Group

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