Oak Asset Management, LLC

Oak Asset Management, LLC (CRD# 287856) is a financial advisory firm headquartered in Westlake Village, CA. They manage $348,790,565 in 710 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2535 Townsgate Road, Suite 300, Westlake Village, CA 91361
https://www.facebook.com/oak-asset-management-1491858897572379/
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $491,254
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NH, NV, TX, UT, WA

Financial Advisors at Oak Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jack Noe, financial advisor Westlake Village CA
Jack T. Noe
CRD#: 1226622
2535 Townsgate Road, Suite 300, Westlake Village, CA 91361

Jack Noe (CRD# 1226622) is an Investment Advisor Representative working at Oak Asset Management, LLC in Westlake Village, CA and has over 40 years of experience in the finance industry.

2
Thomas Robertson, financial advisor Westlake Village CA
Thomas J. Robertson
CRD#: 2787862
2535 Townsgate Road, Suite 300, Westlake Village, CA 91361

Thomas Robertson (CRD# 2787862) is an Investment Advisor Representative working at Oak Asset Management, LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.

3
Janet Robinson, financial advisor Westlake Village CA
Janet M. Robinson
CRD#: 1260217
2535 Townsgate Road, Suite 300, Westlake Village, CA 91361

Janet Robinson (CRD# 1260217) is an Investment Advisor Representative working at Oak Asset Management, LLC in Westlake Village, CA and has over 39 years of experience in the finance industry.

4
David Watson, financial advisor Flagstaff AZ
David B. Watson
CRD#: 1433381
123 So. San Francisco St., #15, Flagstaff, AZ 86001

David Watson (CRD# 1433381) is an Investment Advisor Representative working at Oak Asset Management, LLC in Flagstaff, AZ 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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