Little Oak Asset Management, LLC
Little Oak Asset Management, LLC (CRD# 156632) is a financial advisory firm headquartered in Cresskill, NJ. They manage $109,511,815 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Little Oak Asset Management, LLC
By the Numbers
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Total Assets Under Management110MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$2,190,236
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Little Oak Asset Management, LLC
No Advisor Found.
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