Overview
Assets Under Management: $603 million
Headquarters: LANSDOWNE, VA
High-Net-Worth Clients: 164
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,191
Discretionary Accounts: 1,149
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 318606
Filing ID: 1942861
Last Filing Date: 2025-03-26 14:54:00
Website: https://oakhillwa.com