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Building 2OAK TRAIL ADVISORS

Map pinTOLEDO, OH
Phone419.842.0334
NotebookSEC #801-113226
Total AUM
$202.8M
Employees
6
Clients
593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6591 W. CENTRAL AVE
SUITE 108
TOLEDO
OH 43617
United States
Operating Hours
7:00AM - 7:00PM
Monday - Friday
Phone
419.842.0334

ReceiptFinancials

Total AUM
$202.8M
Accounts
1,545
Discretionary
$155.8M
Accounts
1,356
Non-Discretionary
$47.1M
Accounts
189

ContactClients

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Individual Clients
370
AUM
$88.8M
HNW Individual Clients
130
AUM
$43M
Pension/Profit Sharing Plan Clients
93
AUM
$71M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINMIOHTX

HandshakeAffiliates

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

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