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GREAT OAK CAPITAL PARTNERS, LLC

Tel: (508) 230-7100
105r Depot Street
Suite 5
South Easton, Massachusetts  02375

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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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