Emma K Bean
Partner, Senior Financial AdvisorCharter Oak Capital Management, LLCCRD 6279282
About Emma K Bean
Emma K Bean is listed as Partner, Senior Financial Advisor at Charter Oak Capital Management, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Charter Oak Capital Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Emma K Bean work?
Emma K Bean is listed as Partner, Senior Financial Advisor at Charter Oak Capital Management, LLC on SEC Form ADV.
How much of Charter Oak Capital Management, LLC does Emma K Bean own?
Form ADV reports a beneficial ownership band of Under 5%.
Charter Oak Capital Management, LLC
| Title | Partner, Senior Financial Advisor |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |