CHARTER OAK CAPITAL MANAGEMENT

Two International Drive
Suite 325
Portsmouth, New Hampshire 03801
Tel: 800-646-5720

About CHARTER OAK CAPITAL MANAGEMENT

CHARTER OAK CAPITAL MANAGEMENT, formally registered with the SEC as CHARTER OAK CAPITAL MANAGEMENT. The firm was established in 11/02/2005. They have over 3 offices throughout the country.

CHARTER OAK CAPITAL MANAGEMENT is a Portsmouth, New Hampshire based Financial Planning firm with nearly $1,109,715,192 assets under management, offering retirement planning & investment advisory services to 4048 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120870
SEC#	801-64808
Assets Managed by Firm	$1,109,715,192
No. of Clients	4048
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4048	$1,109,715,192
Individuals (other than high net worth individuals)	919	$392,407,958
High net worth individuals	312	$714,266,423
Charitable organizations	25	$3,040,811

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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