Majestic Oak Financial, LLC

Majestic Oak Financial, LLC (CRD# 133067) is a financial advisory firm headquartered in , . They manage $36,181,752 in 192 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.majesticoakfinancial.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $188,447
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, NY, TX

Financial Advisors at Majestic Oak Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anna Popke, financial advisor Round Rock TX
Anna M. Popke
CRD#: 4774215
Round Rock, TX

Anna Popke (CRD# 4774215) is an Investment Advisor Representative working at Majestic Oak Financial, LLC in Round Rock, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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