National Retirement Planning Experts

National Coverage
Local Professionals

OAKWOOD REAL ESTATE PARTNERS, LLC

55 Madison Street
Suite 600
Denver, Colorado 80206
Tel: 303-595-7679

Need a Financial Advisor?
Compare Vetted Advisors

About OAKWOOD REAL ESTATE PARTNERS, LLC

OAKWOOD REAL ESTATE PARTNERS, LLC, formally registered with the SEC as OAKWOOD REAL ESTATE PARTNERS, LLC. The firm was established in 05/02/2014. They have over 1 offices throughout the country.

OAKWOOD REAL ESTATE PARTNERS, LLC is a Denver, Colorado based Financial Planning firm with nearly $480,306,373 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169387
SEC#801-79677
Assets Managed by Firm$480,306,373
No. of Clients18
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total18$480,306,373

More Retirement Planning firms in Denver, Colorado:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Denver, Colorado