Charter Oak Capital Management Revenue

Financial Services • Newington, New Hampshire, United States • 21-50 Employees

Charter Oak Capital Management revenue & valuation

Annual revenue	$20,400,000
Revenue per employee	$925,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$65,200,000
Total funding	No funding

Key Contacts at Charter Oak Capital Management

James Bossieux

Director Of Investments, Financial Advisor

Sarah Serling

Chief Executive Officer, Senior Financial Advisor, Partner

Jessica Kreger

Senior Financial Advisor, Director Of Education And Training

Hank Johansen

Owner

Company overview

Headquarters	Two International Drive, Suite 325 Pease Tradeport, Portsmouth, NH 03801, US
Phone number	+18662890903
Website	charteroakcm.com
NAICS	52
SIC	621
Keywords	Wealth Management, Investment Oversight, Financial Planning, 401K/Pension Advice
Founded	2002
Employees	21-50
Socials

Charter Oak Capital Management Email Formats

Charter Oak Capital Management uses 1 email format. The most common is {first initial} (e.g., j@charteroakcm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@charteroakcm.com	100%

About Charter Oak Capital Management

Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We help our clients succeed by identifying their goals and developing and implementing investment strategies to achieve them. As your fiduciary, it is very important to understand how we will help you achieve your goals. We are proactive and dynamic with our planning regarding the ever-changing landscape of finance, making certain we help you make smart decisions with your money. Charter Oak – Social Media Disclosure Charter Oak Capital Management, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Charter Oak Capital Management has 15 employees across 3 departments.

Departments

Number of employees

Funding Data

Charter Oak Capital Management has never raised funding before.

Charter Oak Capital Management Tech Stack

Discover the technologies and tools that power Charter Oak Capital Management's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Apple iCloud Mail

Webmail

Open Graph

Miscellaneous

Facebook Pixel

Analytics

core-js

JavaScript libraries

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Frequently asked questions

Charter Oak Capital Management is located in Newington, New Hampshire, US.

You can reach Charter Oak Capital Management at +18662890903.

Charter Oak Capital Management generates an estimated annual revenue of $20,343,821. This revenue figure reflects the company's market position and business performance in its industry.

Charter Oak Capital Management has an estimated valuation of $65,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Charter Oak Capital Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Charter Oak Capital Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.