Oak Financial Group Inc.

Oak Financial Group Inc. (CRD# 106293) is a financial advisory firm headquartered in Stamford, CT. They manage $179,677,112 in 207 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $868,005
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT

Financial Advisors at Oak Financial Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Neil D. Hackman
CRD#: 1104206
Stamford, CT

Neil Hackman (CRD# 1104206) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 34 years of experience in the finance industry.

2
Kyra E. Palmer
CRD#: 5322792
Stamford, CT

Kyra Palmer (CRD# 5322792) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 13 years of experience in the finance industry.

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