CHARTER OAK ASSET MANAGEMENT, INC.
CRD #27823 SEC #801-29853 CHESHIRE, CT 203-272-3597 X1
SEC Registered Broker-Dealer
Total AUM
$54.4M
Discretionary
$54.4M
Employees
5
Clients
--
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $57.2M | $57.2M | $0 | 5 | -- |
| Mar 2007 | $54.4M | $54.4M | $0 | 5 | -- |
| Mar 2004 | $52.5M | $52.5M | $0 | 5 | -- |
| Apr 2002 | $46M | $46M | $0 | 5 | -- |
DateMar 2008
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients--