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Building 2OLD OAK FINANCIAL PLANNING, INC.

Map pinBRIGHTON, MI
Phone810-220-4400
NotebookSEC #801-67390
Total AUM
$52.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7077 FIELDCREST DR.
SUITE 400
BRIGHTON
MI 48116
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
810-220-4400

ReceiptFinancials

Total AUM
$52.7M
Accounts
229
Discretionary
$28.9M
Accounts
132
Non-Discretionary
$23.9M
Accounts
97

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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

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