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CHARTER OAK ASSET MANAGEMENT, INC.
CRD 27823 · SEC 801-29853
1520 HIGHLAND AVE, CHESHIRE, CT, 06410-1276, United States
Phone
203-272-3597 X1
Fax
203-272-2920
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $22.8M |
| High net worth individuals | 33 | $51.2M |
| Charitable organizations | 3 | $758K |
All web addresses on file
Official SEC filing: View on IAPD