Overview
Assets Under Management: $260 million
Headquarters: ST. LOUIS PARK, MN
High-Net-Worth Clients: 179
Average Client Assets: $626,190
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.06
Average High-Net-Worth Client Assets: $626,190
Total Client Accounts: 1,001
Discretionary Accounts: 381
Non-Discretionary Accounts: 620
Regulatory Filings
CRD Number: 112399
Filing ID: 1992215
Last Filing Date: 2025-05-21 12:27:00
Website: https://oakwoodcapital.com