Be advised. This firm is no longer registered.

Oak Point Financial Group

Oak Point Financial Group (CRD# 155126) is a financial advisory firm headquartered in Portage, MI. They manage $118,402,913 in 950 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
721 West Centre, Portage, MI 49024
http://www.oakpointfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $124,635
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Oak Point Financial Group
No Advisor Found.

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.

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