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Building 2OAK POINT FINANCIAL GROUP

Map pinPORTAGE, MI
Phone269-532-1901
NotebookSEC #801-71916
Total AUM
$36.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
721 WEST CENTRE
PORTAGE
MI 49024
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
269-532-1901

ReceiptFinancials

Total AUM
$36.7M
Accounts
256
Discretionary
$36.3M
Accounts
254
Non-Discretionary
$444.3K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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