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Building 2OAK ASSET MANAGEMENT, LLC

Map pinWESTLAKE VILLAGE, CA
Phone(805) 778-0818
NotebookSEC #801-110296
Total AUM
$413.8M
Employees
4
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2535 TOWNSGATE ROAD
SUITE 300
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
M-T: 8A-4P; F: 8A-2P
Monday - Friday
Phone
(805) 778-0818
Other Offices
2

ReceiptFinancials

Total AUM
$413.8M
Accounts
687
Discretionary
$413.8M
Accounts
687
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$41.1M
HNW Individual Clients
124
AUM
$364.7M
Pension/Profit Sharing Plan Clients
4
AUM
$7.6M
Charitable Organization Clients
1
AUM
$175K
Corporation or Business Clients
4
AUM
$181.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVTXUTWA

HandshakeAffiliates

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

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