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Charter Oak Asset Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $53.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 213
      Accounts
    • $249.4K
      Estimated Average Account Balance

Services

Firm Services

  • Other

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Richard Jeffrey Leukart
July 2009
Robert Stephen Malik
June 1987

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Stephen Malik President, Ceo, Chief Compliance Officer April, 1990 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • 12B-1 Fees