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
By the Numbers
-
Total Assets Under Management118MILLION
-
Total Number of Accounts950ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.