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Building 2OAK ROOT LLC

Map pin
Phone805-395-9767
NotebookSEC #801-100400
Total AUM
$920M
Employees
2
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
805-395-9767
Other Offices
1

ReceiptFinancials

Total AUM
$920M
Accounts
103
Discretionary
$909M
Accounts
102
Non-Discretionary
$11M
Accounts
1

ContactClients

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Individual Clients
9
AUM
$1.5M
HNW Individual Clients
8
AUM
$907.5M
Charitable Organization Clients
1
AUM
$11M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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