Oakvale Investments Inc.

Oakvale Investments Inc. (CRD# 113450) is a financial advisory firm headquartered in , . They manage $47,250,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $859,091
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oakvale Investments Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Christopher W. McKeon
CRD#: 2641728
Oakland, CA
87
Wealthminder
score

Christopher McKeon (CRD# 2641728) is an Investment Advisor Representative working at Oakvale Investments Inc. in Oakland, CA and has 1 year of experience in the finance industry.

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