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GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC
SOUTH EASTON, Massachusetts
·
2 registered advisors
·
CRD# 281045
SEC# 801-116681
1
(508) 230-7100
01
Firm Overview
AUM
$321M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GREAT OAK CAPITAL PARTNERS, LLC
2 registered advisors
John Russell Noonan
SOUTH EASTON, Massachusetts
CRD# 4163170
William R Sylvia Jr
SOUTH EASTON, Massachusetts
CRD# 5171182
05
Office Locations
SOUTH EASTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. GREAT OAK CAPITAL PARTNERS, LLC (CRD# 281045) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.