Oak & Reed Capital Management, LLC
Oak & Reed Capital Management, LLC (CRD# 158867) is a financial advisory firm headquartered in New York, NY. They manage $19,000,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$678,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Ravi Malhotra (CRD# 2857898) is an Investment Advisor Representative working at Oak & Reed Capital Management, LLC in Brooklyn, NY and has over 15 years of experience in the finance industry.