CHARTER OAK ASSET MANAGEMENT, INC.
CHARTER OAK ASSET MANAGEMENT, INC. of CHESHIRE, CT is an SEC-registered investment adviser (CRD 27823). Regulatory assets under management: $74.8M.
Registration
- CRD: 27823
- SEC file number: 801-29853
- Type: Registered investment adviser
- Location: 1520 HIGHLAND AVE, CHESHIRE, CT, 06410-1276
- Phone: 203-272-3597 X1
- Latest filing: 2026-03-24
- Regulatory AUM: $74.8M
- Discretionary AUM: $74.8M
- Clients: 3
- Accounts: 249
Business model
Compensation: % of AUM, Hourly.
Clients served: High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MALIK ROBERT STEPHEN | PRESIDENT; PRESIDENT, CEO, CCO; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
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