Blue Oak Financial, Inc.
Blue Oak Financial, Inc. (CRD# 127178) is a financial advisory firm headquartered in Fair Oaks, CA. They manage $3,611,610 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$88,088
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients