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
Majestic Oak Financial, LLC
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts192ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, CA, NY, TX
Financial Advisors at Majestic Oak Financial, LLC
1
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.
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