Overview
Assets Under Management: $210 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 463
Discretionary Accounts: 462
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 137192
Last Filing Date: 2024-01-24 00:00:00
Website: https://oakadvisors.net