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GREAT OAK CAPITAL PARTNERS, LLC
Tel: (508) 230-7100
105r Depot Street Suite 5
South Easton, Massachusetts 02375
GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC is a South Easton, Massachusetts based financial advisory firm with nearly $390,331,995 in assets under management and provides investment advisory services for 1760 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
281045
SEC#:
801-116681
No. of Clients:
1760
Assets under Management
$390,331,995
No. of Advisors:
6
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