Oak Financial Group Inc.

Oak Financial Group Inc. (CRD# 106293) is a financial advisory firm headquartered in Stamford, CT. They manage $141,126,365 in 139 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1177 High Ridge Road, Stamford, CT 06905
http://www.oakfingroup.com
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,015,298
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
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 Hackman, financial advisor Stamford CT
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 38 years of experience in the finance industry.

2
Kyra Palmer, financial advisor Stamford CT
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 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals