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Building 2OAK CAPITAL ADVISORS

Map pin
Phone214-443-0571
NotebookSEC #801-120128
Total AUM
$185.9M
Employees
1
Clients
58

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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