Pacific Oak Financial Planning LLC
Pacific Oak Financial Planning LLC (CRD# 226649) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $4,909,222 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$245,461
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Pacific Oak Financial Planning LLC
1
Shonty Spatola (CRD# 6104598) is an Investment Advisor Representative working at Pacific Oak Financial Planning LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.
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