Oak Street Advisory Group

Oak Street Advisory Group (CRD# 283444) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $8,200,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $167,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

Financial Advisors at Oak Street Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
David M. Duttenhofer
CRD#: 74147
1100 South Coast Hwy, Suite 210a, Laguna Beach, CA 92651
96
Wealthminder
score

David Duttenhofer (CRD# 74147) is an Investment Advisor Representative working at Oak Street Advisory Group in Laguna Beach, CA and has over 30 years of experience in the finance industry. David Duttenhofer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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