Oakdale Wealth Management
Oakdale Wealth Management (CRD# 123236) is a financial advisory firm headquartered in Millis, MA. They manage $21,075,000 in 257 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts257ACCOUNTS
Average Account Value$82,004
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
James Daly (CRD# 4273992) is an Investment Advisor Representative working at Oakdale Wealth Management in Medfield, MA and has over 16 years of experience in the finance industry.
Michael O'keeffe (CRD# 5086632) is an Investment Advisor Representative working at Oakdale Wealth Management in Millis, MA and has over 11 years of experience in the finance industry.