Crimson Oak Wealth Management, LLC
Crimson Oak Wealth Management, LLC (CRD# 171360) is a financial advisory firm headquartered in Lexington, KY. They manage $28,191,597 in 175 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Crimson Oak Wealth Management, LLC
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$161,095
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, OH, TX
Financial Advisors at Crimson Oak Wealth Management, LLC
1
Mohua Das (CRD# 5242322) is an Investment Advisor Representative working at Crimson Oak Wealth Management, LLC in Lexington, KY and has over 17 years of experience in the finance industry.
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