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Building 2ONE OAK

Map pin
Phone(302) 754-1625
NotebookSEC #801-135919
Total AUM
$110.4M
Employees
7
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
(302) 754-1625
Other Offices
1

ReceiptFinancials

Total AUM
$110.4M
Accounts
18
Discretionary
$110.4M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$70.1M
Charitable Organization Clients
13
AUM
$40.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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