Oak Harbor Capital, LLC
Oak Harbor Capital, LLC (CRD# 169089) is a financial advisory firm headquartered in Seattle, WA. They manage $553,455,387 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management553MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$34,590,962
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, WA
Financial Advisors at Oak Harbor Capital, LLC
No Advisor Found.
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