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Building 2OAK TREE FINANCIAL SERVICES, LLC

Map pinHUNTSVILLE, AL
Phone(256) 704-9400
NotebookSEC #801-123562
Total AUM
$111.9M
Employees
2
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 HOLMES AVE.
SUITE 305
HUNTSVILLE
AL 35801
United States
Operating Hours
8-4
Monday - Friday
Phone
(256) 704-9400

ReceiptFinancials

Total AUM
$111.9M
Accounts
349
Discretionary
$111.9M
Accounts
349
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$37.9M
HNW Individual Clients
108
AUM
$72.2M
Charitable Organization Clients
1
AUM
$402K
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALNETNTX

HandshakeAffiliates

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

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