1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RIGHTOAK ASSET MANAGEMENT, LLC

Map pin
Phone517-306-4884
NotebookSEC #801-134408
Total AUM
$111.9M
Employees
7
Clients
743

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
517-306-4884

ReceiptFinancials

Total AUM
$111.9M
Accounts
1,026
Discretionary
$111.9M
Accounts
1,026
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
734
AUM
$100.4M
HNW Individual Clients
8
AUM
$11.5M
Corporation or Business Clients
1
AUM
$383

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYLAMDMIMNMONCNDNENYOHPASCTNTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account