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Building 2OAKWOOD FINANCIAL ADVISORS INC

Map pinMEDINA, OH
Phone330-722-1300
NotebookSEC #801-35633
Total AUM
$77.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4015 MEDINA ROAD
SUITE 150
MEDINA
OH 44256
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
330-722-1300

ReceiptFinancials

Total AUM
$77.8M
Accounts
192
Discretionary
$45.3M
Accounts
187
Non-Discretionary
$32.5M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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