Overview
Assets Under Management: $165 million
High-Net-Worth Clients: 23
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.36
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 91
Discretionary Accounts: 91
Regulatory Filings
CRD Number: 161316
Last Filing Date: 2025-01-15 00:00:00
Website: https://oakcap.net