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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $678,571
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Oak & Reed Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ravi (. Malhotra
CRD#: 2857898
Brooklyn, NY
93
Wealthminder
score

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.

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