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Building 2OAK CREST ADVISORY, LLC

Map pinROCHESTER, NY
Phone585-507-1681
NotebookSEC #801-123423
Total AUM
$90.2M
Employees
3
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 LINDEN OAKS
ROCHESTER
NY 14625
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
585-507-1681

ReceiptFinancials

Total AUM
$90.2M
Accounts
456
Discretionary
$90.2M
Accounts
456
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$35.4M
HNW Individual Clients
33
AUM
$54.7M
Pension/Profit Sharing Plan Clients
34
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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