Oak Associates Ltd

Oak Associates Ltd (CRD# 108874) is a financial advisory firm headquartered in Akron, OH. They manage $1,500,665,103 in 63 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
3800 Embassy Parkway, Suite 31o, Akron, OH 44333
http://www.oakltd.com
By the Numbers
  • Total Assets Under Management
    1,501
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $23,820,081
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Oak Associates Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Margaret Ballinger, financial advisor Akron OH
Margaret L. Ballinger
CRD#: 2794028
3800 Embassy Parkway, Suite 310, Akron, OH 44333

Margaret Ballinger (CRD# 2794028) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 27 years of experience in the finance industry.

2
James Oelschlager, financial advisor Akron OH
James D. Oelschlager
CRD#: 2238569
3800 Embassy Parkway, Suite 310, Akron, OH 44333

James Oelschlager (CRD# 2238569) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 31 years of experience in the finance industry.

3
Robert Stimpson, financial advisor Akron OH
Robert D. Stimpson
CRD#: 2702926
3800 Embassy Parkway, Suite 31o, Akron, OH 44333

Robert Stimpson (CRD# 2702926) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 28 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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