Overview
Assets Under Management: $340 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Frequently Asked Questions
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123322), MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is subject to fiduciary duty under federal law.
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is headquartered in MECHANICSBURG, PA.
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY serves 75 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY manages $340 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 701
Discretionary Accounts: 689
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 123322
Last Filing Date: 2025-02-10 00:00:00
Website: https://investwithmosaic.com