Charter Oak Asset Management, Inc.
Charter Oak Asset Management, Inc. is an SEC-registered ria with $22.5M assets under management (AUM, regulatory AUM), -61% over one year. See who owns Charter Oak Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 27823, data through 2009-06-12.
- AUM (assets under management / regulatory AUM)
- $22.5M (2009-06-12)
- Firm type
- Ria
- CRD
- 27823
- Ownership
- MALIK, ROBERT STEPHEN
How much AUM does Charter Oak Asset Management, Inc. have?
Charter Oak Asset Management, Inc. reported $22.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2009-06-12).
Who owns Charter Oak Asset Management, Inc.?
Disclosed owners and executives of Charter Oak Asset Management, Inc. include MALIK, ROBERT STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.