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Building 2RUNNING OAK CAPITAL LLC

Map pinEDINA, MN
Phone919-656-3712
NotebookSEC #801-110116
Total AUM
$874.7M
Employees
2
Clients
1,035

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4519 W 56TH ST
EDINA
MN 55424
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
919-656-3712

ReceiptFinancials

Total AUM
$874.7M
Accounts
1,035
Discretionary
$844.5M
Accounts
883
Non-Discretionary
$30.2M
Accounts
152

ContactClients

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HNW Individual Clients
1,017
AUM
$450.2M
Investment Company Clients
1
AUM
$368M
Charitable Organization Clients
10
AUM
$8.5M
Corporation or Business Clients
7
AUM
$48.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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