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Building 2OAK STREET ADVISORS

Map pinMYRTLE BEACH, SC
Phone843-946-9868
NotebookSEC #801-135703
Total AUM
$126.2M
Employees
2
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4420 OLEANDER DRIVE, SUITE 202
MYRTLE BEACH
SC 29577
United States
Operating Hours
9AM TO 5PM ET
Monday - Friday
Phone
843-946-9868
Other Offices
1

ReceiptFinancials

Total AUM
$126.2M
Accounts
547
Discretionary
$125.1M
Accounts
543
Non-Discretionary
$1.1M
Accounts
4

ContactClients

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Individual Clients
115
AUM
$39.2M
HNW Individual Clients
40
AUM
$85.8M
Pension/Profit Sharing Plan Clients
2
AUM
$706K
Corporation or Business Clients
2
AUM
$534.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSC

HandshakeAffiliates

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

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