Charter Oak Capital Management

Charter Oak Capital Management (CRD# 120870) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,109,715,192 in 4,048 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
Two International Drive, Suite 325, Portsmouth, NH 03801
http://www.charteroakcm.com
By the Numbers
  • Total Assets Under Management
    1,110
    MILLION
  • Total Number of Accounts
    4,048
    ACCOUNTS
  • Average Account Value
    $274,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, LA, MA, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Charter Oak Capital Management
Showing 11 - 12 of 12 top financial advisors.
11
Karen Zaramba, financial advisor Portsmouth NH
Karen L. Zaramba
CRD#: 1874868
Two International Drive, Suite 325, Portsmouth, NH 03801

Karen Zaramba (CRD# 1874868) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 18 years of experience in the finance industry.

12
James Bossieux, financial advisor Portsmouth NH
James A. Bossieux
CRD#: 4250872
Two International Drive, Suite 325, Portsmouth, NH 03801

James Bossieux (CRD# 4250872) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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