Oak Grove Management LLC

Oak Grove Management LLC (CRD# 167286) is a financial advisory firm headquartered in Greenwich, CT. They manage $24,078,743 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14 Martin Dale, Greenwich, CT 06830
http://www.oakgrovemgmt.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,852,211
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
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 Albright, financial advisor Greenwich CT
Luke T. Albright
CRD#: 4829422
14 Martin Dale, Greenwich, CT 06830

Luke Albright (CRD# 4829422) is an Investment Advisor Representative working at Oak Grove Management LLC in Greenwich, CT and has over 12 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