Charter Oak Capital Management LLC

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CAFR Data
Charter Oak Capital Management LLC
CRD #120870
SEC #801-64808
CIK #
AUM $614.1 MM (98% Disc, 100% US, 2020-03-27)
Employees17 (59% Investors, 18% Brokers)
Phone800-646-5720
AddressTwo International Drive
Portsmouth, NH 03801
Source [IAPD] [Website]
Total AUM ($MM)
61549236924612302004200920152021
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Monstershares LLC
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Russell Capital Management LLC
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Silver Oak Securities Incorporated
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HYA Advisors Inc
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Protected Investors of America
CA 0.6
Brokers International Financial Services LLC
IA 0.6
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