Great Oak Capital Partners, LLC
Great Oak Capital Partners, LLC (CRD# 281045) is a financial advisory firm headquartered in South Easton, MA. They manage $320,516,393 in 553 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management321MILLION
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Total Number of Accounts553ACCOUNTS
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Average Account Value$579,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, MA, NH, NY, RI, SC, TX
John Cooney (CRD# 6747430) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 7 years of experience in the finance industry.
Mark McAuley (CRD# 5977054) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 12 years of experience in the finance industry.
John Noonan (CRD# 4163170) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 23 years of experience in the finance industry.
William Sylvia Jr (CRD# 5171182) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 16 years of experience in the finance industry.