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Building 2OAK CITY CONSULTING, LLC

Map pinWAKE FOREST, NC
Phone919-844-6450
NotebookSEC #801-74468
Total AUM
$1.4B
Employees
6
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9733 FONVILLE RD
WAKE FOREST
NC 27587
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
919-844-6450

ReceiptFinancials

Total AUM
$1.4B
Accounts
336
Discretionary
$171M
Accounts
116
Non-Discretionary
$1.3B
Accounts
220

ContactClients

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Individual Clients
32
AUM
$20M
Charitable Organization Clients
14
AUM
$1.4B
Other Clients
1
AUM
$0
Description of Other Clients
LICENSEE OF INDEX PROVIDER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS")
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
LICENSE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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