Oakgrove Wealth Management

Oakgrove Wealth Management (CRD# 308088) is a financial advisory firm headquartered in , . They manage $4,122,067 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.oakgrovewm.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $132,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Oakgrove Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles Stevens, financial advisor Fenton MI
Charles Stevens
CRD#: 4119671
Fenton, MI

Charles Stevens (CRD# 4119671) is an Investment Advisor Representative working at Oakgrove Wealth Management in Fenton, MI and has over 24 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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