Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 170827
Last Filing Date: 2025-02-27 00:00:00
Website: https://oaktrustllc.com