Oak Asset Management, LLC
Oak Asset Management, LLC (CRD# 139790) is a financial advisory firm headquartered in Oak Brook, IL. They manage $209,000,000 in 136 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management209MILLION
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$1,536,765
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Oak Asset Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.