Sina Mary Nowak

Charter Advisory Corporation

26 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement Planning

Charter Advisory Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

732 clients

Average Client Portfolio

$500K average

Assets Under Management

$366.3M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

250 East 96th Street, Suite 200, Indianapolis, IN, 46240

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History

Regulatory History (1)

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Financial

June 2018

Final

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Other Business Activities

Sina is involved in several business activities, including Nowak Financial Services LLC, real estate services as a licensed sales associate, and Dependable Lawn Service, Inc. Sina also works as compliance staff and a licensed IAR for Charter Advisory Corporation and as a contract employee for OSJ Alliance, LLC, dedicating full-time hours to the latter.