Old Oak Wealth Management
Old Oak Wealth Management (CRD# 169810) is a financial advisory firm headquartered in Ventura, CA. They manage $3,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$3,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Harris (CRD# 4175422) is an Investment Advisor Representative working at Old Oak Wealth Management in Ventura, CA and has over 17 years of experience in the finance industry.