Overview
Assets Under Management: $383 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 741
Discretionary Accounts: 741
Regulatory Filings
CRD Number: 287856
Last Filing Date: 2025-02-19 00:00:00
Website: https://oakasset.com