Oakleigh Wealth Services
Oakleigh Wealth Services (CRD# 323914) is a financial advisory firm headquartered in Crozet, VA. They manage $5,601,759 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$800,251
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Oakleigh Wealth Services
1
Colin Page (CRD# 7665378) is an Investment Advisor Representative working at Oakleigh Wealth Services in Crozet, VA and has 1 year of experience in the finance industry.
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