GREAT OAK CAPITAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$477,932,440
Discretionary
$467,414,062
Non-discretionary
$10,518,378
Firm details
- CRD number
- 281045
- SEC file number
- 801-116681
- Main office
- SOUTH EASTON, MA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.