Charter Oak Capital Management, LLC

Portland, ME

New Hampshire

Registered In

03/28/2011

Incorp. Date

Foreign

Registration Type

Company Summary

Charter Oak Capital Management, LLC at One MONUMENT SQ STE 502, PORTLAND, ME 04101 lists Jeffrey Troiano and Lena Wyand of Portland, ME as the associates.

Overview

Registered In

New Hampshire

Incorporation Date

03/28/2011

Company Type

Foreign Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Email

*******@pierceatwood.com

Phone

(800) 646-****

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People

Pueschel, Scott E, Esq Registered Agent	1 NEW HAMPSHIRE AVENUE S350, PORTSMOUTH, NH 03801
Jeffrey Troiano Manager	One MONUMENT SQ STE 502, PORTLAND, ME 04101
Lena Wyand Treasurer	One MONUMENT SQ STE 502, PORTLAND, ME 04101

Map & Locations

One MONUMENT SQ STE 502, PORTLAND, ME 04101 View Map

Financials

Financial Information for Charter Oak Capital Management, LLC

Form 5500

CHARTER OAK CAPITAL MANAGEMENT LLC

Two International Drive, Suite 325, Portsmouth, Nh 03801 (800) 646-5720 EIN:26-3694779 Plan Admin:Lena Wyand

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$6,036,795 / $5,460,637	2022	CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	22 / 24	$6,036,795 / $5,460,637
2021	Plan NameCHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY24 / 22 Assets BOY/EOY$4,760,327 / $6,036,795	2021	CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	24 / 22	$4,760,327 / $6,036,795
2020	Plan NameCHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$3,934,409 / $4,760,327	2020	CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	22 / 24	$3,934,409 / $4,760,327
2019	Plan NameCHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,720,198 / $3,934,409	2019	CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN - Plan #001	25 / 25	$2,720,198 / $3,934,409

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• New Hampshire Department of State • U.S. Department of Labor