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Building 2OAK FINANCIAL GROUP INC

Map pin
Phone203-329-9043
NotebookSEC #801-40926
Total AUM
$177.2M
Employees
4
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 4:30 P.M.
Monday - Friday
Phone
203-329-9043

ReceiptFinancials

Total AUM
$177.2M
Accounts
138
Discretionary
$175.1M
Accounts
131
Non-Discretionary
$2.1M
Accounts
7

ContactClients

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Individual Clients
42
AUM
$38.9M
HNW Individual Clients
80
AUM
$129.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
9
AUM
$8.5M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNHNJNYTXVT

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

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