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
6303 Owensmouth Ave, 10th Floor, Woodland Hills, CA 91367
https://www.facebook.com/pacoakwealth
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pacific Oak Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shonty Spatola, financial advisor Woodland Hills CA
Shonty A. Spatola
CRD#: 6104598
6303 Owensmouth Ave, 10th Floor, Woodland Hills, CA 91367

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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