Charter Oak Asset Management, Inc.
Charter Oak Asset Management, Inc. (CRD# 27823) is a financial advisory firm headquartered in Cheshire, CT. They manage $61,367,563 in 201 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Charter Oak Asset Management, Inc.
By the Numbers
-
Total Assets Under Management61MILLION
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Total Number of Accounts201ACCOUNTS
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Average Account Value$305,311
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL
Financial Advisors at Charter Oak Asset Management, Inc.
1
Richard Leukart (CRD# 1356408) is an Investment Advisor Representative working at Charter Oak Asset Management, Inc. in Cheshire, CT and has over 14 years of experience in the finance industry.
2
Robert Malik (CRD# 2107893) is an Investment Advisor Representative working at Charter Oak Asset Management, Inc. in Cheshire, CT and has 40 years of experience in the finance industry.
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