Charter Oak Asset Management, Inc.

Charter Oak Asset Management, Inc. (CRD# 27823) is a financial advisory firm headquartered in Cheshire, CT. They manage $53,116,294 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $249,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Charter Oak Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert S. Malik
CRD#: 2107893
1520 Highland Avenue, Cheshire, CT 06410
98
Wealthminder
score

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.

2
Richard J. Leukart
CRD#: 1356408
1520 Highland Avenue, Cheshire, CT 06410
93
Wealthminder
score

Richard Leukart (CRD# 1356408) is an Investment Advisor Representative working at Charter Oak Asset Management, Inc. in Cheshire, CT and has over 8 years of experience in the finance industry.

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