Charter Oak Investment Network LLC
Charter Oak Investment Network LLC (CRD# 153382) is a financial advisory firm headquartered in , . They manage $800,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Cornelius Kennedy (CRD# 2118887) is an Investment Advisor Representative working at Charter Oak Investment Network LLC in Roxbury, CT and has over 19 years of experience in the finance industry.