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Building 2OAK LANE ADVISORS

Map pinCENTERVILLE, UT
Phone801-335-8200
NotebookSEC #801-116880
Total AUM
$446.3M
Employees
12
Clients
932

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1222 W. LEGACY CROSSING BLVD
SUITE 6
CENTERVILLE
UT 84014
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
801-335-8200
Other Offices
1

ReceiptFinancials

Total AUM
$446.3M
Accounts
2,533
Discretionary
$446.2M
Accounts
2,532
Non-Discretionary
$67.7K
Accounts
1

ContactClients

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Individual Clients
639
AUM
$70.1M
HNW Individual Clients
259
AUM
$302.6M
Pension/Profit Sharing Plan Clients
27
AUM
$68.3M
Corporation or Business Clients
7
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDMTNVORTXUTWA

HandshakeAffiliates

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

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