Oak Grove Capital, LLC
Oak Grove Capital, LLC (CRD# 165465) is a financial advisory firm headquartered in , . They manage $169,087,436 in 310 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Oak Grove Capital, LLC
By the Numbers
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Total Assets Under Management169MILLION
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Total Number of Accounts310ACCOUNTS
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Average Account Value$545,443
Compensation Options
- A percentage of assets under your management
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH, NY, PA, TX
Financial Advisors at Oak Grove Capital, LLC
1
Mark Visnic (CRD# 4599450) is an Investment Advisor Representative working at Oak Grove Capital, LLC in North Hampton, NH and has over 18 years of experience in the finance industry.
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