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Building 2LIVE OAK WEALTH ADVISORY GROUP, LLC

Map pinHOUSTON, TX
Phone281-822-9200
NotebookSEC #801-122404
Total AUM
$155.5M
Employees
6
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3730 KIRBY DRIVE
SUITE 1200
HOUSTON
TX 77030
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
281-822-9200
Other Offices
2

ReceiptFinancials

Total AUM
$155.5M
Accounts
293
Discretionary
$155.5M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$20.3M
HNW Individual Clients
32
AUM
$135.2M

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
ARLANMTX

HandshakeAffiliates

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

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