Mighty Oak Management LLC

Mighty Oak Management LLC (CRD# 127645) is a financial advisory firm headquartered in Easton, CT. They manage $12,000,000 in 60 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
P.o. Box 56, Easton, CT 06612
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $200,000
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, GA, MA, NM, NY, TX

Financial Advisors at Mighty Oak Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Landa, financial advisor Easton CT
Stephen J. Landa
CRD#: 2172148
Easton, CT

Stephen Landa (CRD# 2172148) is an Investment Advisor Representative working at Mighty Oak Management LLC in Easton, CT and has over 32 years of experience in the finance industry.

2
James Mitchell, financial advisor Easton CT
James A. Mitchell
CRD#: 336921
Easton, CT

James Mitchell (CRD# 336921) is an Investment Advisor Representative working at Mighty Oak Management LLC in Easton, CT and has over 38 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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