Charter Oak Capital Management Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Charter Oak Capital Management General Information

Description

Provider of wealth management advisory services. The company's services include comprehensive investment management, retirement planning, portfolio review, real-estate planning, pension plan and other financial planning that are tailored to client's needs, enabling customers with a personalized plan for their goals and investments.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 121 Middle Street
  • Suite 400
  • Portland, ME 04101
  • United States
+1 (800) 000-0000
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Charter Oak Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Charter Oak Capital Management Executive Team (1)

Name Title Board Seat Contact Info
Jeffrey Troiano Founder & Managing Partner
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