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Building 2RED OAK FINANCIAL GROUP

Map pinTOWSON, MD
Phone410-321-0168
NotebookSEC #801-80860
Total AUM
$1B
Employees
20
Clients
1,204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
403 ALLEGHENY AVENUE
TOWSON
MD 21204
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
410-321-0168

ReceiptFinancials

Total AUM
$1B
Accounts
1,885
Discretionary
$616.7M
Accounts
1,752
Non-Discretionary
$423.5M
Accounts
133

ContactClients

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Individual Clients
1,051
AUM
$615.5M
Pension/Profit Sharing Plan Clients
151
AUM
$423.5M
Charitable Organization Clients
1
AUM
$954.4K
Corporation or Business Clients
1
AUM
$211.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLLAMDNCNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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