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CHARTER OAK CAPITAL MANAGEMENT
Tel: 800-646-5720
Two International Drive Suite 325
Portsmouth, New Hampshire 03801
CHARTER OAK CAPITAL MANAGEMENT
CHARTER OAK CAPITAL MANAGEMENT is a Portsmouth, New Hampshire based financial advisory firm with nearly $1,109,715,192 in assets under management and provides investment advisory services for 4048 clients. There are currently 23 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
120870
SEC#:
801-64808
No. of Clients:
4048
Assets under Management
$1,109,715,192
No. of Advisors:
23
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