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Building 2OAKWOOD CAPITAL MANAGEMENT LLC

Map pinLOS ANGELES, CA
Phone310-772-2600
NotebookSEC #801-55342
Total AUM
$922M
Employees
16
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12121 WILSHIRE BLVD., SUITE 1250
LOS ANGELES
CA 90025
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
310-772-2600
Other Offices
1

ReceiptFinancials

Total AUM
$922M
Accounts
832
Discretionary
$922M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$144M
HNW Individual Clients
161
AUM
$621.1M
Pension/Profit Sharing Plan Clients
19
AUM
$33.3M
Charitable Organization Clients
12
AUM
$52.7M
Government Entity Clients
1
AUM
$7.8M
Corporation or Business Clients
4
AUM
$63M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SEE SCHEDULE D-MISCELLANEOUS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SET-UP, REFERRAL, SERVICE & ADMINISTRATION FEES & FIXED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMAMOMSNVNYORTNTXUTVAVTWA

HandshakeAffiliates

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

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