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Home > Retirement Planners > california > westlake village > OAK ASSET MANAGEMENT, LLC
OAK ASSET MANAGEMENT, LLC
2535 Townsgate Road
Suite 300
Westlake Village, California 91361
Tel: (805) 778-0818
About OAK ASSET MANAGEMENT, LLC
OAK ASSET MANAGEMENT, LLC, formally registered with the SEC as OAK ASSET MANAGEMENT, LLC. The firm was established in 04/18/2017. They have over 3 offices throughout the country.
OAK ASSET MANAGEMENT, LLC is a Westlake Village, California based Financial Planning firm with nearly $383,244,730 assets under management, offering retirement planning & investment advisory services to 741 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287856 |
| SEC# | 801-110296 |
| Assets Managed by Firm | $383,244,730 |
| No. of Clients | 741 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 741 | $383,244,730 |
| Individuals (other than high net worth individuals) | 132 | $41,177,566 |
| High net worth individuals | 120 | $327,718,383 |
| Pension and profit sharing plans | 7 | $13,359,854 |
| Charitable organizations | 1 | $139,888 |
| Corporations or other businesses | 3 | $849,039 |
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