Oak Associates Ltd
Oak Associates Ltd (CRD# 108874) is a financial advisory firm headquartered in Akron, OH. They manage $1,500,665,103 in 63 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,501MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$23,820,081
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Margaret Ballinger (CRD# 2794028) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 27 years of experience in the finance industry.
James Oelschlager (CRD# 2238569) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 32 years of experience in the finance industry.
Robert Stimpson (CRD# 2702926) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 28 years of experience in the finance industry.