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).
Total Assets Under Management110MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$2,190,236
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients