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
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts194ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oak Street Advisory Group, LLC
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.