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Charter Oak Capital Management

Charter Oak Capital Management
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Other Financial Services
Parent Company
Primary Office
  • 121 Middle Street
  • Suite 400
  • Portland, ME 04101
  • United States

+1 (800) 000-0000

Charter Oak Capital Management Valuation and Funding

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

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Charter Oak Capital Management Executive Team (1)

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