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Building 2GREAT OAK CAPITAL PARTNERS, LLC

Map pinSOUTH EASTON, MA
Phone(508) 230-7100
NotebookSEC #801-116681
Total AUM
$477.9M
Employees
7
Clients
592

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105R DEPOT STREET
SUITE 5
SOUTH EASTON
MA 02375
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(508) 230-7100
Other Offices
2

ReceiptFinancials

Total AUM
$477.9M
Accounts
1,871
Discretionary
$467.4M
Accounts
1,867
Non-Discretionary
$10.5M
Accounts
4

ContactClients

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Individual Clients
447
AUM
$151.2M
HNW Individual Clients
144
AUM
$316.2M
Pension/Profit Sharing Plan Clients
1
AUM
$10.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMENHNYPARISCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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