CHARTER OAK CAPITAL MANAGEMENT - Financial Advisor in New Hampshire, Portsmouth

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

About 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

Firm CRD#:

120870

Firm SEC#:

801-64808

Assets Under Management:

$1,109,715,192

No. of Clients:

4048

No. of Advisors:

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

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