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Building 2OLD OAK FINANCIAL PLANNING, INC.

Map pinBRIGHTON, MI
Phone810-220-4400
NotebookSEC #801-117480
Total AUM
$160.3M
Employees
2
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7077 FIELDCREST DR.
SUITE 400
BRIGHTON
MI 48116
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
810-220-4400

ReceiptFinancials

Total AUM
$160.3M
Accounts
653
Discretionary
$103M
Accounts
399
Non-Discretionary
$57.3M
Accounts
254

ContactClients

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Individual Clients
214
AUM
$57.5M
HNW Individual Clients
50
AUM
$102.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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