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Building 2OAKWOOD CAPITAL, INC.

Map pinST. LOUIS PARK, MN
Phone952-935-4601
NotebookSEC #801-120259
Total AUM
$304.2M
Employees
20
Clients
616

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 HIGHWAY 169 SOUTH
SUITE 1410
ST. LOUIS PARK
MN 55426
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
952-935-4601
Other Offices
14

ReceiptFinancials

Total AUM
$304.2M
Accounts
1,051
Discretionary
$86.7M
Accounts
400
Non-Discretionary
$217.5M
Accounts
651

ContactClients

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Individual Clients
427
AUM
$141.6M
HNW Individual Clients
181
AUM
$121.4M
Corporation or Business Clients
3
AUM
$5.6M
Other Clients
5
AUM
$35.6M
Description of Other Clients
403(B)

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACODEFLIAMDMNMTNCNDPASCSDTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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