Two International Drive
Suite 325
Portsmouth, New Hampshire 3801
Tel: 800-646-5720
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 4 offices throughout the country.
CHARTER OAK CAPITAL MANAGEMENT is a Portsmouth, New Hampshire based Financial Planning firm with nearly $983,419,357 assets under management, offering retirement planning & investment advisory services to 4284 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120870 |
SEC# | 801-64808 |
Assets Managed by Firm | $983,419,357 |
No. of Clients | 4284 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4284 | $983,419,357 |
Individuals (other than high net worth individuals) | 1010 | $375,924,550 |
High net worth individuals | 270 | $603,224,540 |
Charitable organizations | 12 | $4,270,267 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$4,059,119,000 | 50 | 24 | |
$2,888,383,638 | 1862 | 43 | |
$2,394,519,530 | 1814 | 34 |
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