OAK STREET INVESTMENTS

5500 Greenwood Plaza Blvd
Suite 130
Greenwood Village, Colorado 80111
Tel: (720) 515-6822

About OAK STREET INVESTMENTS

OAK STREET INVESTMENTS, formally registered with the SEC as OAK STREET INVESTMENTS. The firm was established in 05/26/2023. They have over 2 offices throughout the country.

OAK STREET INVESTMENTS is a Greenwood Village, Colorado based Financial Planning firm with nearly $112,891,979 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288019
SEC#	801-128057
Assets Managed by Firm	$112,891,979
No. of Clients	152
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	152	$112,891,979
Individuals (other than high net worth individuals)	33	$7,146,687
High net worth individuals	20	$34,745,292

More Retirement Planning firms in Greenwood Village, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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