GREAT OAK CAPITAL MANAGEMENT LLC
CRD #135961 SEC #801-66093 ARLINGTON, VA 703-587-9235
SEC Registered
Total AUM
$15.6M
Discretionary
$15.6M
Employees
5
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 11, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTIE, DEBORAH, SUZANNE | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH | NA | |
| CHRISTIE, DEBORAH, SUZANNE | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH | NA | |
| FAINO, MICHAEL, SCOTT | I | PRESIDENT AND PORTFOLIO MANAGER | E | Control |
| FAINO, MICHAEL, SCOTT | I | PRESIDENT AND PORTFOLIO MANAGER | E | Control |
Registrations
Federal
IA
Jan 11, 2006 REGISTERED
Notice Filings (9)
CT DC DE FL MA MD NC NY VA
Address
5840 18TH ST. NARLINGTON, VA 22205
USA
Phone: 703-587-9235