Oak Street Advisory Group, LLC

Oak Street Advisory Group, LLC (CRD# 283444) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $63,000,000 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1100 South Coast Hwy, Suite 204, Laguna Beach, CA 92651
http://www.oakstreetadvisory.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $324,742
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oak Street Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Meghan Coolbaugh, financial advisor Laguna Beach CA
Meghan M. Coolbaugh
CRD#: 6355426
1100 South Coast Hwy, Suite 204, Laguna Beach, CA 92651

Meghan Coolbaugh (CRD# 6355426) is an Investment Advisor Representative working at Oak Street Advisory Group, LLC in Laguna Beach, CA and has 1 year of experience in the finance industry.

2
Aileen Danley, financial advisor Laguna Beach CA
Aileen L. Danley
CRD#: 5673288
1100 South Coast Hwy, Suite 204, Laguna Beach, CA 92651

Aileen Danley (CRD# 5673288) is an Investment Advisor Representative working at Oak Street Advisory Group, LLC in Laguna Beach, CA and has over 13 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.

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