Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Code is an investment advisor representative with Promus Capital, LLC, and has been in the industry since 2021. Charles has earned the Series 65 license and is currently registered in Illinois. Charles has experience at Bank of New York Mellon and Indiana University in addition to Promus Capital. Promus Capital provides investment advisory services to a wide range of clients, including charitable organizations, high-net-worth individuals, and individuals other than high-net-worth individuals. The firm offers a variety of services, including financial planning, portfolio management, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/21/2024 - Present
Promus Capital, LLC (CHICAGO IL)
IA
Issued 02/21/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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