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Home > Retirement Planners > colorado > greenwood village > OAK STREET INVESTMENTS
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 |
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