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Building 2CHARTER OAK CAPITAL MANAGEMENT

Map pinPORTSMOUTH, NH
Phone800-646-5720
NotebookSEC #801-64808
Total AUM
$1.6B
Employees
27
Clients
1,397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
TWO INTERNATIONAL DRIVE
SUITE 325
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
800-646-5720
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,397
Discretionary
$1.5B
Accounts
1,379
Non-Discretionary
$23.7M
Accounts
18

ContactClients

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Individual Clients
933
AUM
$452.4M
HNW Individual Clients
456
AUM
$1.1B
Charitable Organization Clients
8
AUM
$13.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAMAMDMENCNHNJNYPASCTXVAVTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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