Oakvale Investments Inc.
Oakvale Investments Inc. (CRD# 113450) is a financial advisory firm headquartered in , . They manage $74,181,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oakvale Investments Inc.
By the Numbers
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Total Assets Under Management74MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$1,216,082
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oakvale Investments Inc.
1
Christopher McKeon (CRD# 2641728) is an Investment Advisor Representative working at Oakvale Investments Inc. in Fairfax, CA and has 1 year of experience in the finance industry.
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