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OAK ASSOCIATES LTD
AKRON, OH
330-668-1234
SEC #801-23632Total AUM
$1.8B
Employees
8Clients
46Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3800 EMBASSY PARKWAY
SUITE 31O
AKRON
OH 44333
United States
SUITE 31O
AKRON
OH 44333
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
330-668-1234
Financials
Total AUM
$1.8B
Accounts
56Discretionary
$1.8B
Accounts
54Non-Discretionary
$7.3M
Accounts
2
Clients
HNW Individual Clients
28AUM
$84.6M
Investment Company Clients
1AUM
$1.5B
Pension/Profit Sharing Plan Clients
1AUM
$42.6M
Charitable Organization Clients
13AUM
$100.7M
Investment Advisor Clients
1AUM
$52.7M
Corporation or Business Clients
1AUM
$500K
Other Clients
1AUM
$1.1M
Description of Other Clients
WRAP FEE
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.