|Charter Oak Asset Management, Inc. is a Broker-Dealer with 2 financial professionals registered in FL,CT. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.|
|Richard Jeffrey Leukart||Jul 2009|
|Robert Stephen Malik||Jun 1987|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Robert Stephen Malik (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Robert Stephen Malik||President, CEO, Chief Compliance Officer||04/01/1990|
No firm affiliates listed.
1520 Highland Ave
Cheshire , CT 06410-1276
|Phone Number:||203-272-3597 X1|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Other: 12B-1 FEES