Oak Root LLC
Oak Root LLC (CRD# 246788) is a financial advisory firm headquartered in Montecito, CA. They manage $461,072,651 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management461MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$15,369,088
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Oak Root LLC in Montecito, CA and has over 9 years of experience in the finance industry.