Overview
Assets Under Management: $390 million
Headquarters: SOUTH EASTON, MA
High-Net-Worth Clients: 4
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.62
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,756
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 281045
Filing ID: 1997785
Last Filing Date: 2025-06-16 10:20:00
Website: https://greatoakcp.com