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Building 2OAKLAND WEALTH MANAGEMENT, INC.

Map pinSOUTHFIELD, MI
Phone800-914-3610
NotebookSEC #801-63065
Total AUM
$52M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24800 DENSO DRIVE
SUITE 260
SOUTHFIELD
MI 48033
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
800-914-3610

ReceiptFinancials

Total AUM
$52M
Accounts
468
Discretionary
$51.5M
Accounts
464
Non-Discretionary
$408.5K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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