Be advised. This firm is no longer registered.

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
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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