Great Oak Capital Partners Revenue
Financial Services • 
Easton Center, Massachusetts, United States • 1-10 Employees
Great Oak Capital Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Great Oak Capital Partners
Natasha Grzelak
Assistant Director of Operations
Company overview
| Headquarters | 5 Bristol Drive, Suite 3D, South Easton, Massachusetts 02375, US |
| Phone number | +15082307100 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Asset Management, Retirement Planning, Fiduciary, Portfolio Management, Estate Planning, Evidence-Based Investment Management, Certified Financial Planner (Tm), Academic Investing |
| Founded | 2015 |
| Employees | 1-10 |
Great Oak Capital Partners Email Formats
Great Oak Capital Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@greatoakcp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@greatoakcp.com | 66.7% |
{last name}{last name} | doedoe@greatoakcp.com | 33.3% |
About Great Oak Capital Partners
Our Approach Is Simple: Do What's Right. Always. Doing what's right is measured in two ways: by an ethical standard, and by technical expertise. In other words…Is the focus on you, as it should be, rather than the advisor or some financial company? And is the approach likely to work better than the alternatives? Both are equally important. We believe that our commitment to the highest standards of each gives you the best chance of success. Why Choose Us As Your Advisor? For The Differences That Matter. We are true advisors – not product pushers, not sales people, not stock brokers or insurance agents. We ask the right questions, listen intently, and formulate a plan for you that is easy to understand and deeply rooted in decades of science and academia, giving you the best chance of success. Your goals and your success are all that matter. It’s our philosophy and our business model. As fiduciaries, we are bound to the highest ethical standards of the law to do only what’s in your best interest. Our complete transparency in our recommendations and compensation make that easily apparent. Want to know more? Email us at info@greatoakcp.com. Great Oak Capital Partners, LLC (“Great Oak”) is a registered investment advisor. Great Oak provides investment advisory and related services for clients nationally. Great Oak will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.greatoakcp.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Great Oak Capital Partners has never raised funding before.
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