Oak Grove Management LLC

Oak Grove Management LLC (CRD# 167286) is a financial advisory firm headquartered in Greenwich, CT. They manage $12,325,000 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $725,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Oak Grove Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Luke T. Albright
CRD#: 4829422
500 West Putnam Avenue, Suite 400, Greenwich, CT 06830
90
Wealthminder
score

Luke Albright (CRD# 4829422) is an Investment Advisor Representative working at Oak Grove Management LLC in Greenwich, CT and has over 4 years of experience in the finance industry.

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